机构和基金投资人持股 - 买家
在美国运通公司中开设新头寸的主要持有者包括 Glenmede投资管理有限公司, CZMVX - 多经理价值策略基金机构类, 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF, Rokos 资本管理有限公司, Rokos 资本管理有限公司, EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类, 泰晤士资本管理有限公司, 瑞穗证券美国有限公司, 吉纳斯资本管理公司, 私人咨询集团有限责任公司, PDP - Invesco DWA 动量 ETF, GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票, 生成投资管理有限公司, MASTERINVEST 资本投资有限公司, 沃尔特拉技术有限公司, 石灰石投资顾问有限公司, 沃尔特拉技术有限公司, 阿西奥资本有限责任公司, 加拿大邮政公司注册养老金计划, 和 BCS私人财富管理有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 5,511 | 5.07 | 1,468 | -11.83 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 427 | 6.48 | 136 | 27.10 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 432,400 | 6.87 | 137,927 | 26.70 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 58,560 | 64.49 | 18,679 | 95.02 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 33,705 | 3.00 | 10,751 | 22.11 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 1,296 | 1.49 | 413 | 20.41 | ||||
| 2025-08-26 | NP | BVOIX - Barrow Hanley 美国价值机会基金机构股份 | 5,322 | 26.90 | 1,698 | 50.44 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 1,348 | 430 | ||||||
| 2025-08-11 | 13F | 塔桥顾问 | 16,709 | 29.54 | 5,330 | 53.57 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 2,680 | 1.52 | 855 | 20.28 | ||||
| 2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 1,047,069 | 5.46 | 278,950 | -11.50 | ||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 645 | 206 | ||||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 6,633 | 1.52 | 2,116 | 20.38 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,605 | 7.81 | 4,157 | -9.53 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,414 | 0.68 | 1,318 | 13.44 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -12,059 | 39.02 | -3,847 | 64.85 | |||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 6,637 | 28.85 | 2,117 | 52.85 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 1,367 | 6.96 | 436 | 15.04 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 8,473 | 5.02 | 2,703 | 24.52 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 1,004 | 1.11 | 320 | 19.85 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 2,526 | 91.07 | 673 | 60.38 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 6,199 | 9.27 | 1,977 | 29.55 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 825 | 39.12 | 263 | 65.41 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 196 | 78.18 | 63 | 113.79 | ||||
| 2025-08-11 | 13F | GFI 投资顾问有限公司 | 205,727 | 1.28 | 65,623 | 20.07 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 2,076 | 11.02 | 662 | 31.61 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -9 | -3 | |||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 4,999 | 8.30 | 1,595 | 28.44 | ||||
| 2025-06-27 | NP | PWB - Invesco 动态大盘成长 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,859 | 146.82 | 30,866 | 107.13 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 5,539 | 5.08 | 1,767 | 24.54 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,167 | 1.13 | 270 | 3.05 | ||||
| 2025-06-05 | NP | GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票 | 23,442 | 6,245 | ||||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 2,029 | 0.95 | 647 | 19.81 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 14,576 | 4.58 | 3,883 | -12.23 | ||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 1,991 | 0.25 | 635 | 18.91 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 2,196 | 2.91 | 700 | 21.95 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 2,735 | 729 | ||||||
| 2025-07-16 | 13F | 动机财富顾问 | 743 | 237 | ||||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -8,499 | -76.94 | -2,711 | -72.66 | |||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 427,222 | 2.13 | 136,275 | 21.08 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 37,842 | 37.60 | 12,071 | 63.13 | ||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 722 | 230 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 4,047 | 307.96 | 1,306 | 402.31 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 2,534 | 284.52 | 808 | 356.50 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 3,839 | 1.00 | 1,225 | 19.77 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,900 | 1.33 | 925 | 20.29 | ||||
| 2025-08-27 | NP | TLLVX - 大盘价值基金 | 4,423 | 1.33 | 1,411 | 20.10 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 884 | 0.11 | 282 | 18.99 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 5,560 | 0.04 | 1,774 | 18.60 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 3,147 | 170.59 | 1,005 | 224.92 | ||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 1,046 | 8.62 | 334 | 28.57 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 2,522 | 19.70 | 804 | 42.05 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 1,885 | 22.09 | 601 | 44.82 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,500,398 | 26.15 | 441,192 | 23.25 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 9,087 | 0.49 | 2,899 | 19.11 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,604 | 13.03 | 3,412 | 10.46 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 280,552 | 2.45 | 89,491 | 21.47 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 13,848 | 27.89 | 4,417 | 51.63 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 313 | 6.10 | 100 | 25.32 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 18,327 | 16.26 | 5,846 | 37.82 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,642 | 1.86 | 524 | 20.79 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 580 | 30.34 | 155 | 9.22 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 33,000 | 4.12 | 10,526 | 23.44 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 33,169 | 12.44 | 10,580 | 33.32 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -72 | -23 | |||||
| 2025-08-14 | 13F | 认证咨询公司 | 1,004 | 1.11 | 320 | 19.85 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 78,271 | 0.74 | 24,967 | 19.43 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 1,073 | 130.26 | 0 | |||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 943 | 5.13 | 301 | 24.48 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 2,558 | 3.02 | 816 | 22.01 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,122,097 | 1.00 | 357,927 | 19.74 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 3,814 | 46.24 | 1,216 | 73.47 | ||||
| 2025-07-07 | 13F | 西联银行 | 12,558 | 153.54 | 4,006 | 200.68 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 1,826 | 8.43 | 582 | 28.48 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 4,238 | 1,352 | ||||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 71,135 | 0.28 | 22,691 | 18.88 | ||||
| 2025-08-14 | 13F | 安盛公司 | 669,915 | 1.78 | 213,689 | 20.67 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 10,376 | 2.41 | 3,310 | 21.39 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 965 | 3.32 | 308 | 19.46 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 2,551 | 1,567 | ||||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 6,429 | 2.98 | 2,051 | 22.10 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 10,149 | 1.95 | 3,237 | 20.87 | ||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 40,593 | 23.20 | 12,074 | 36.19 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 2,007 | 0.85 | 640 | 19.63 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 37 | 428.57 | 12 | 1,000.00 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 19,895 | 2.47 | 6,346 | 21.50 | ||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 641 | 207 | ||||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 176,568 | 120.16 | 56,322 | 161.02 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 3,542 | 73.63 | 1,130 | 106.02 | ||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 4,047 | 3.58 | 1,291 | 22.74 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 2,298 | 676 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 11,585 | 0.33 | 3,407 | -1.99 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 5,464 | 0.13 | 1,743 | 18.66 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 31,700 | 55.39 | 10,112 | 84.24 | |||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,203 | 6,714 | ||||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 3,247 | 3.11 | 1,036 | 22.20 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 68 | 13.33 | 20 | 5.56 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 602 | 49.01 | 192 | 76.85 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,673 | 18.99 | 534 | 41.01 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 116 | 14.85 | 37 | 33.33 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 5,729 | 1.06 | 1,827 | 28.30 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 671 | 214 | ||||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 1,040 | 0.19 | 0 | |||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 3,135 | 1.33 | 1,000 | 20.19 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 15,811 | 1.00 | 5,043 | 19.76 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 1,599 | 12.29 | 510 | 33.16 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 816 | 220 | ||||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 14,659 | 16.79 | 3,905 | -1.98 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 4,440 | 0.23 | 1,416 | 18.89 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 2,596 | 39.27 | 828 | 65.07 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 17,703 | 33.65 | 5,647 | 58.46 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 856 | 285.59 | 273 | 362.71 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 26,170 | 1.82 | 8,348 | 20.73 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 650 | 207 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,697,879 | 6.83 | 541,589 | 26.65 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 3,936 | 17.00 | 1,157 | 14.33 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 1,085,029 | 27.97 | 346,103 | 51.72 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 6,541 | 1,291.70 | 1,259 | 3.71 | ||||
| 2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 1,702 | 28.74 | 543 | 52.68 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,128 | 338 | ||||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 8,481 | 1.12 | 2,705 | 19.90 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 1,615 | 0.12 | 515 | 18.66 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 352,578 | 6.16 | 112,465 | 25.86 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,414 | 26.06 | 1,709 | 92.34 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 115 | 12.75 | 37 | 33.33 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 776 | 248 | ||||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 1,598 | 8.49 | 510 | 28.54 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 358 | 1.42 | 114 | 21.28 | ||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 3,495 | 3.83 | 1,115 | 23.09 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 16,373 | 47.37 | 5,223 | 74.71 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 11,752 | 41.85 | 3,749 | 68.22 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 63,700 | 11.36 | 20,319 | 32.04 | |||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 2,218 | 2.21 | 707 | 21.27 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 23,100 | 1,115.79 | 7,368 | 1,341.88 | |||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 295 | 0.68 | 94 | 20.51 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 31,907 | 6.10 | 10,178 | 25.78 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 1,123 | 30.13 | 358 | 54.31 | ||||
| 2025-03-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 343,979 | 3.09 | 109,196 | 21.17 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 725 | 231 | ||||||
| 2025-05-27 | NP | FELG - 富达增强型大盘成长 ETF | 63,037 | 170.79 | 16,960 | 145.51 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 15,979 | 2.25 | 5,097 | 21.22 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 55,500 | 17,701 | |||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 307,470 | 98,077 | ||||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 37,069 | 41.04 | 11,095 | 56.91 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 55,500 | 17,701 | |||||
| 2025-08-12 | 13F | 长岛财富管理公司 | 1,339 | 427 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 37,397 | 79.66 | 11,929 | 113.00 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 6,378 | 1.08 | 2,034 | 19.86 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 18,347 | 0.41 | 4,936 | -8.96 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,510 | 0.67 | 482 | 19.35 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,952 | 24.03 | 942 | 47.03 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 879 | 19.75 | 280 | 29.03 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 559,472 | 33.25 | 178,460 | 57.97 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 7 | 2 | ||||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 5,233 | 16.78 | 1,669 | 38.51 | ||||
| 2025-08-15 | 13F | AlpenGlobal Capital LLC | 22,295 | 1.02 | 7,112 | 19.77 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 29,165 | 5.16 | 8,576 | 2.74 | ||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 70,400 | 54.39 | 22,456 | 83.05 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 6,787 | 1.50 | 2,165 | 20.29 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 4,246 | 30.37 | 1,354 | 54.57 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,614 | 11.00 | 515 | 31.46 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 64,373 | 4.13 | 20,534 | 23.45 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 33,053 | 80.57 | 10,543 | 114.11 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,162 | 2.76 | 667 | 21.76 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 731 | 233 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 4,931 | 18.70 | 1,573 | 40.73 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 3,027 | 0.20 | 966 | 18.84 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 681 | 217 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 119,888 | 1.07 | 38,242 | 19.83 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 33,045 | 1.47 | 11 | 25.00 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 1,712 | 12.26 | 546 | 33.17 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 1,725 | 3.85 | 1 | |||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 252,747 | 0.96 | 80,621 | 19.69 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 599 | 191 | ||||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 76,211 | 5.35 | 24 | 26.32 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 11,900 | 23.96 | 3,796 | 46.98 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 27,650 | 46.98 | 8,130 | 43.61 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 12,026 | 6.27 | 3,836 | 26.02 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 63,619 | 742.86 | 20,293 | 899.66 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 27,537 | 2.46 | 8,784 | 21.48 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,479 | 688.56 | 1,429 | 693.33 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 989 | 24.09 | 315 | 33.47 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 817 | 261 | ||||||
| 2025-07-25 | 13F | 明思投资有限公司 | 1,193 | 0.08 | 381 | 18.75 | ||||
| 2025-08-11 | 13F | 信托银行 | 943 | 8.14 | 301 | 28.21 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 664 | 47.88 | 212 | 75.83 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 1,709 | 0.59 | 545 | 19.26 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 36,313 | 31.92 | 9,674 | 10.71 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 1,241 | 19.79 | 407 | 46.40 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 112,967 | 2.11 | 36,034 | 21.06 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 64,712 | 19,029 | ||||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 36,200 | 13.84 | 11,547 | 34.97 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 499,992 | 40.32 | 159,487 | 66.36 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 2,610 | 833 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 13,777 | 20.14 | 4,395 | 42.43 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 2,047 | 161.76 | 653 | 210.95 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 273,142 | 10.08 | 80,317 | 7.56 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 54,668 | 18.44 | 17,438 | 40.42 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 3,885,227 | 0.80 | 1,239,313 | 19.51 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 156 | 50 | ||||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 12,040 | 4.24 | 3,821 | 31.72 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 55 | 10.00 | 15 | -6.67 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 4,340 | 0.09 | 1,384 | 15.91 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 14,538 | 0.06 | 4,637 | 18.62 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 320,000 | 102,074 | |||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 7,212 | 2,300 | ||||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 130,482 | 2.23 | 41,621 | 21.20 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 4,993 | 1.92 | 1,593 | 20.88 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,394 | 83.58 | 2,040 | 117.61 | ||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 1,172 | 27.39 | 374 | 51.01 | ||||
| 2025-08-29 | NP | JAFGX - 资本增值信托资产净值 | 40,606 | 689.23 | 12,953 | 1,588.66 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 962 | 0.21 | 307 | 18.60 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 679,608 | 0.76 | 216,778 | 19.46 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 36,063 | 1.50 | 11,503 | 20.35 | ||||
| 2025-08-14 | 13F | 联信银行 | 174,511 | 3.98 | 55,665 | 23.28 | ||||
| 2025-08-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 73,786 | 8.32 | 23,536 | 28.43 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,093 | 1.22 | 36,523 | -15.06 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 23,558 | 4.93 | 6,338 | -4.88 | ||||
| 2025-08-08 | 13F | 贝克博德有限责任公司 | 19,158 | 6,111 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 15,194 | 4.61 | 4,847 | 24.03 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 93,476 | 0.54 | 30 | 16.00 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 111,170 | 34.48 | 35,461 | 59.44 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 18,833 | 0.13 | 6,007 | 20.31 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 810 | 710.00 | 218 | 703.70 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 205 | 33.99 | 65 | 58.54 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 4,815 | -172.83 | 1,283 | -161.11 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 10,315 | 1.37 | 3,290 | 20.20 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 228,179 | 3.07 | 72,785 | 22.20 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,289 | 59.33 | 411 | 89.40 | ||||
| 2025-08-12 | 13F | Bravias 资本集团有限责任公司 | 1,058 | 337 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 8,398 | 2.13 | 2,514 | 14.75 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 2,216 | 4.23 | 707 | 23.43 | ||||
| 2025-05-15 | NP | PY - 主要股东收益率指数 ETF | 12,504 | 281.68 | 3,364 | 246.09 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 119,992 | 3.87 | 38,275 | 23.15 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 6,724 | 2.78 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 1,446 | 2.26 | 461 | 21.32 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 636 | 203 | ||||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 4,832 | 26.23 | 1,541 | 49.76 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 648 | 5.19 | 207 | 24.85 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 64,251 | 4.22 | 20 | 25.00 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,405 | 90.53 | 4,903 | 59.92 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 22,039 | 2.03 | 7,030 | 20.96 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 236,719 | 4.88 | 75,508 | 24.35 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 970 | 7.42 | 309 | 27.69 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 1,610 | 0.19 | 513 | 18.75 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 98,999 | 23.69 | 31,579 | 46.65 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,478 | 7.86 | 2,493 | 5.37 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 985 | 1.65 | 314 | 20.77 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 637 | 10.02 | 203 | 30.97 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 12,898 | 11.29 | 4,114 | 31.94 | ||||
| 2025-07-07 | 13F | Vishria Bird 金融集团有限责任公司 | 1,227 | 2.51 | 391 | 21.81 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,023 | 7.15 | 645 | 27.22 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 15,769,422 | 1.53 | 5,030,130 | 20.38 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,850 | 5.36 | 909 | 25.03 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 4,563 | 11.16 | 1,456 | 31.79 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 2,825 | 0.04 | 901 | 18.58 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 27,593 | 0.63 | 8,802 | 19.30 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,158 | 10.33 | 3,772 | -7.41 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 1,251 | 0 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 639 | 204 | ||||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 599 | 19.09 | 161 | 8.05 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 18,224 | 6 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 4,696 | 0.71 | 1,498 | 19.38 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 79,290 | 93.80 | 25,073 | 130.61 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 2,191 | 1.76 | 699 | 20.55 | ||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 934 | 301 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 4,407 | 4.09 | 1,406 | 23.35 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 2,472 | 2.62 | 805 | 44.34 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 4,787 | 0.63 | 1,527 | 19.39 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 61 | 7.02 | 18 | 0.00 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,341 | 200.99 | 1,066 | 257.38 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 2,430 | 37.99 | 775 | 63.85 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 4,115 | 25.88 | 1,313 | 49.26 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 2,118 | 1.05 | 676 | 19.89 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 668 | 213 | ||||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 10,189 | 56.13 | 3,250 | 85.19 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 46,425,262 | 1.27 | 14,808,730 | 20.06 | ||||
| 2025-08-13 | 13F | 第1832章 | 542,479 | 46,746.20 | 173,040 | 55,539.55 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 38,248 | 12,200 | ||||||
| 2025-08-12 | 13F | NFC 投资有限责任公司 | 42,685 | 3.63 | 14 | 18.18 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 1,541 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 81,058 | 20.72 | 25,856 | 43.11 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 3,358 | 4.38 | 1,071 | 23.82 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 58,396 | 1.13 | 18,627 | 19.90 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 810 | 2.53 | 258 | 10.26 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 5,570 | 1,777 | ||||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 2,796 | 53.12 | 892 | 81.84 | ||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 2,137 | 0.90 | 682 | 19.68 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 16,332 | 1.08 | 5,210 | 19.83 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 6,087 | 33.31 | 1,942 | 58.06 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,830 | 2.98 | 584 | 21.97 | ||||
| 2025-07-10 | 13F | 引导资本财富管理有限责任公司 | 4,889 | 0.74 | 1,559 | 19.46 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 3,698 | 4.29 | 1,180 | 23.58 | ||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 34,769 | 3.54 | 9,263 | -13.11 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 2,596 | 0.15 | 828 | 18.65 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 244,588 | 2.11 | 78,019 | 21.05 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 4,275 | 11.01 | 1,364 | 31.56 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 347,147 | 4.61 | 110,733 | 24.02 | ||||
| 2025-08-27 | NP | APHNX - Artisan Select 股票基金机构股票 | 11,391 | 8.22 | 3,634 | 28.28 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 6,741 | 82.24 | 2 | |||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 690 | 56.82 | 203 | 53.03 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 8,530 | 4.28 | 2,721 | 23.64 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 950 | 0 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 18,490 | 85.51 | 5,883 | 120.17 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 1,114 | 355 | ||||||
| 2025-08-12 | 13F | Qvr有限公司 | 721 | 230 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,792 | 1.19 | 572 | 19.96 | ||||
| 2025-08-07 | 13F | 威斯康星资本管理有限公司 | 23,348 | 2.80 | 7,448 | 21.88 | ||||
| 2025-07-21 | 13F | 单点合作伙伴有限责任公司 | 682 | 0 | ||||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 9,333 | 16.18 | 2,977 | 37.76 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 818 | 261 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 19,800 | 288.24 | 6,316 | 360.28 | |||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 490 | 42.03 | 160 | 72.83 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 367 | 12.23 | 117 | 32.95 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 10,265 | 27.31 | 3,274 | 50.95 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,519 | 45.02 | 741 | 73.13 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,618 | 2.80 | 516 | 23.74 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 32,476 | 41.94 | 10 | 66.67 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 1,024 | 0 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 163 | 196.36 | 52 | 264.29 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 8,893 | 9.32 | 2,837 | 29.62 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 1,191 | 2.76 | 384 | 20.38 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 4,058 | 0.74 | 1,294 | 19.48 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 64,429 | 187.37 | 20,552 | 240.70 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 280,687 | 0.92 | 82,536 | -1.40 | ||||
| 2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 112,515 | 2.97 | 35,890 | 22.09 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 22,081 | 3.64 | 7,043 | 22.87 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 4,967 | 14.42 | 1,584 | 35.62 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 17,600 | 0.13 | 5,614 | 18.71 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 64 | 18.87 | |||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 82,832 | 2.86 | 22,067 | -13.67 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 67,427 | 7.97 | 21,508 | 28.01 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 365 | 16.61 | 116 | 38.10 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 10,700 | 494.44 | 3 | |||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 758 | 242 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 227,233 | 12.53 | 72,523 | 33.40 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 5,433 | 8.90 | 1,733 | 29.14 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 1,553 | 0.06 | 495 | 18.71 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 2,077 | 227.09 | 663 | 289.41 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 9,330 | 4.08 | 2,976 | 23.43 | ||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 75,206 | 10.95 | 23,989 | 31.54 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 395 | 4.77 | 126 | 23.76 | ||||
| 2025-07-09 | 13F | Pps&v 资产管理顾问公司 | 698 | 223 | ||||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 31,451 | 20.10 | 10,032 | 42.40 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 45 | 21.62 | 14 | 40.00 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 83,170 | 0.15 | 22,157 | -15.95 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 5,183 | 1,653 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 448,042 | 1.00 | 142,916 | 19.74 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 3,436 | 62.23 | 1,096 | 92.62 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 709 | 226 | ||||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 37,607 | 70.15 | 11,996 | 101.73 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 1,444 | 2.05 | 461 | 21.05 | ||||
| 2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 757 | 241 | ||||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 249 | 79 | ||||||
| 2025-08-06 | 13F | 股权投资公司 | 218,307 | 4.27 | 69,636 | 23.63 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 4,858 | 16.47 | 1,549 | 38.06 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 2,787 | 1.72 | 889 | 20.49 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 3,661 | 66.18 | 1,168 | 97.13 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 2,030 | 10.39 | 541 | -7.38 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 4,070 | 29.78 | 1,323 | 68.11 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 649 | 207 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 5,697 | 2.32 | 1,518 | -14.15 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 2,983,059 | 2.97 | 951,536 | 22.08 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 56,418 | 20.67 | 17,996 | 43.06 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 992 | 33.33 | 316 | 58.00 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 195,793 | 7.38 | 62,454 | 27.31 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 7,409 | 12.17 | 2,309 | 31.96 | ||||
| 2025-08-13 | 13F | 顾问集团控股公司 | Put | 9 | 53 | |||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -41,584 | 41.04 | -13,264 | 67.22 | |||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 13,157 | 17.12 | 4,197 | 38.85 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 13,379 | 31.50 | 4,268 | 55.90 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 365,334 | 3.57 | 116,540 | 22.80 | ||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 107,919 | 392.17 | 34,423 | 483.52 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 437,868 | 1.93 | 139,671 | 20.85 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -8 | -3 | |||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 246,689 | 6.95 | 65,720 | -10.24 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 3,125,133 | 26.06 | 988,676 | 49.84 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 18,384 | 7.54 | 5,864 | 27.51 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 1,320 | 15.08 | 421 | 36.69 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 18,056 | 7.24 | 5,759 | 27.13 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,499 | 1.72 | 1,754 | 20.63 | ||||
| 2025-08-11 | 13F | 佳能顾问公司 | 7,217 | 2,302 | ||||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 315,451 | 21.73 | 92,758 | 18.94 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 1,183 | 0.51 | 377 | 19.30 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 69,786 | 7.61 | 22,260 | 27.58 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 100,399 | 6.29 | 32,025 | 27.66 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,232 | 14.47 | 9,478 | 11.84 | ||||
| 2025-08-08 | 13F | 更好的资金决策有限责任公司 | 637 | 203 | ||||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 502 | 1.01 | 160 | 20.30 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 1,233 | 393 | ||||||
| 2025-08-07 | 13F | 商业银行 | 132,148 | 3.04 | 42,153 | 22.16 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 639 | 210 | ||||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 4,397 | 8.73 | 1,403 | 28.98 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 148,490 | 3.95 | 47,365 | 23.25 | ||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 1,215,382 | 9.72 | 387,683 | 30.09 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 11,727 | 14.70 | 3,741 | 36.00 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 334 | 11.33 | 107 | 32.50 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 37,808 | 1.10 | 10,072 | -15.15 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 9,818 | 2.72 | 3,132 | 21.78 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 131,473 | 54.07 | 41,937 | 82.67 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 22 | 7 | ||||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 4,508 | 1.58 | 1,438 | 20.45 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 4,431 | 6.49 | 1,413 | 26.27 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 1,090 | 1.40 | 348 | 20.07 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 1,500 | 478 | |||||
| 2025-07-28 | 13F | 港口投资公司 | 5,808 | 4.46 | 1,852 | 23.88 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 726 | 232 | ||||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 2,648 | 0.27 | 845 | 18.87 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 2,170 | 5.03 | 692 | 24.68 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 9,907 | 23.24 | 3,160 | 46.16 | ||||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 897 | 5.41 | 286 | 25.44 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 44,615 | 14.16 | 11,844 | 2.12 | ||||
| 2025-07-23 | 13F | 定义财务规划有限责任公司 | 921 | 15.41 | 286 | 33.02 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 631 | 201 | ||||||
| 2025-07-08 | 13F | 霍尔科姆金融公司 | 712 | 227 | ||||||
| 2025-07-08 | 13F | 第一国际信托银行 | 5,071 | 1.85 | 1,618 | 20.76 | ||||
| 2025-09-05 | 13F | 盖尔有限责任公司 | 17,287 | 0.74 | 5,514 | 137,750.00 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 468 | 78.63 | 138 | 140.35 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 39,568 | 102.88 | 12,621 | 140.54 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 166 | 11.41 | 53 | 30.00 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 1,432 | 5.84 | 457 | 25.27 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 19,982 | 0.88 | 6,374 | 19.59 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 1,304 | 16.95 | 416 | 38.80 | ||||
| 2025-07-08 | 13F | 战略倡导者有限责任公司 | 4,362 | 44.44 | 1,391 | 71.31 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 811 | 0.25 | 259 | 18.89 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 98,480 | 95.74 | 31,414 | 131.13 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 2,309 | 3.45 | 737 | 22.67 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 21,323 | 90.69 | 6,802 | 126.10 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 72,277 | 9.51 | 23,055 | 29.83 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 2,131 | 9.68 | 680 | 30.08 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 15,655 | 3.91 | 4,994 | 23.19 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 7,760 | 24.62 | 2,475 | 47.76 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 5,028 | 13.81 | 1,353 | 3.13 | ||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 1,012 | 13.84 | 323 | 34.73 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 5,341 | 8.53 | 1,704 | 28.72 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 199,952 | 106.37 | 63,781 | 144.67 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 317,781 | 0.03 | 93,444 | -2.27 | ||||
| 2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 134,740 | 20.81 | 35,896 | 1.38 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 189,449 | 3.83 | 60,376 | 23.25 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 3,153 | 11.06 | 1,006 | 31.72 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 31,353 | 0.60 | 10,001 | 19.27 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 3,790 | 27.82 | 1 | |||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 13 | 85.71 | 4 | 300.00 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,047,325 | 1.25 | 334,075 | 20.04 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 29,411 | 37.76 | 9,382 | 63.32 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 29,732 | 4.71 | 9,484 | 24.14 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 1,948 | 3.78 | 621 | 22.97 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 10,122 | 9.89 | 3,229 | 30.27 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 1,366 | 10.70 | 436 | 31.02 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -7,685 | 90.03 | -2,451 | 125.28 | |||
| 2025-04-25 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 5,200 | 23.81 | 1,565 | 22.28 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 6,151 | 1.40 | 1,962 | 20.22 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 1,671 | 4.24 | 533 | 23.67 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 966 | 10.27 | 0 | |||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 7,332 | 6.74 | 2,339 | 26.52 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,453 | 9.06 | 1,739 | 29.29 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 93,672 | 0.89 | 29,878 | 19.62 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 1,431 | 28.23 | 456 | 52.00 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,339 | 30.23 | 746 | 54.45 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 3,397 | 7.26 | 1,084 | 27.11 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 4,189 | 0.89 | 1,336 | 19.61 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 312,157 | 7.45 | 83,986 | -2.60 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 9,743 | 2.57 | 3,108 | 21.60 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 95,663 | 14.75 | 31 | 36.36 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,177 | 1.21 | 694 | 20.07 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 6,740 | 2.04 | 2,150 | 20.93 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 90,100 | 6,830.77 | 28,740 | 8,134.96 | |||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 27,877 | 3.47 | 8,892 | 22.68 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 258 | 82 | ||||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 574 | 183 | ||||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 21 | 7 | ||||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 6,272 | 41.74 | 2 | 0.00 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 723 | 40.39 | 213 | 37.66 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,625 | 0.60 | 3,418 | -1.70 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 5,274 | 9.78 | 1,551 | 7.27 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 5,047 | 15.31 | 1,610 | 36.70 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 73,110 | 701.21 | 23,321 | 849.90 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 2,201 | 0.64 | 702 | 19.39 | ||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 1,276 | 5.19 | 407 | 24.54 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 12,233 | 1.96 | 3,902 | 20.88 | ||||
| 2025-07-15 | 13F | 韦拉策略公司 | 2,149 | 5.76 | 686 | 25.46 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 168 | 54 | ||||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 908 | 290 | ||||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,452 | 0.62 | 463 | 19.33 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 52 | 1.96 | 17 | 23.08 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 29,491 | 11.40 | 9,407 | 32.08 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 10,450 | 0.35 | 3,333 | 18.99 | ||||
| 2025-07-30 | 13F | 退休计划小组 | 1,817 | 10.25 | 579 | 30.70 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 4,233 | 4.26 | 1,139 | -5.48 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 403,450 | 0.40 | 128,693 | 19.03 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 54,057 | 54.40 | 17,243 | 83.07 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103,534 | 2.00 | 33,025 | 20.94 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 6,120 | 4.35 | 1,952 | 23.70 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 31,693 | 0.45 | 10,109 | 19.10 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 19,743 | 537.08 | 5,260 | 434.99 | ||||
| 2025-07-11 | 13F | 迪恩退休策略公司 | 11,316 | 0.77 | 3,609 | 19.51 | ||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 337,999 | 20.47 | 107,815 | 42.83 | ||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 1,008 | 0.30 | 322 | 18.89 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 101,597 | 6.14 | 32,407 | 25.83 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 1,500 | 14.42 | 478 | 35.80 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 2,278 | 14.07 | 723 | 34.64 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125 | 127.27 | 33 | 94.12 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 26,498 | 0.08 | 8,452 | 18.66 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 192 | 20.75 | 61 | 45.24 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 68,648 | 2.08 | 21,897 | 21.02 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 65,424 | 68.69 | 20,869 | 102.48 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 1,353 | 21.02 | 432 | 43.67 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 1,261 | 10.13 | 402 | 30.52 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 903 | 9.45 | 288 | 30.32 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 636 | 0 | ||||||
| 2025-08-27 | NP | ARTGX - Artisan 全球价值基金投资者股票 | 391,892 | 6.08 | 125,006 | 25.77 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 3,292 | 0.03 | 1,050 | 18.53 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 23,255 | 8.35 | 7,418 | 28.46 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 329,699 | 123.28 | 105,167 | 164.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 17,680 | 31.01 | 5,640 | 55.34 | ||||
| 2025-07-24 | NP | PROVX - 公积金信托策略基金 | 30,171 | 124.82 | 9,624 | 166.57 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 92,120 | 2.27 | 29,384 | 21.25 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 349 | 1.16 | 111 | 20.65 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 123,819 | 31.14 | 39,496 | 55.48 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 65,500 | 20,893 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,477,330 | 6.23 | 471,239 | 25.95 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 31,986 | 17.26 | 10,203 | 39.04 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,627 | 657.01 | 6,088 | 651.48 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 1,806 | 8.66 | 576 | 28.86 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,598 | 43.68 | 47,580 | 20.58 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 14,853 | 43.35 | 4,738 | 69.97 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 655 | 209 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 23,763 | 22.53 | 7,580 | 45.28 | ||||
| 2025-08-05 | 13F | 贤者资本管理有限责任公司 | 2,495 | 0.04 | 796 | 18.48 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 7,447 | 6.39 | 2,376 | 26.13 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 2,438 | 32.93 | 774 | 65.17 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 16,208 | 0.43 | 5,170 | 19.10 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 14,960 | 8.60 | 4,772 | 28.76 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,370 | 437 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,874 | 142.75 | 598 | 187.50 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -20,459 | 359.55 | -6,526 | 445.20 | |||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 5,638 | 1.26 | 1,798 | 20.03 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 9,533 | 8.58 | 3,041 | 28.70 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 2,748 | 0.29 | 877 | 18.86 | ||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 14,688 | 4.88 | 4,319 | 2.49 | ||||
| 2025-06-26 | NP | SJCAX - Steward 大盘核心基金 A 类 | 7,000 | 16.67 | 1,865 | -2.10 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 1,891 | 121.95 | 603 | 161.74 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 538,797 | 0.61 | 171,865 | 19.28 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 14,516 | 13.59 | 4,268 | 11.00 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 257,037 | 4.63 | 75,582 | 2.23 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 173,577 | 7.89 | 55,367 | 27.91 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 2,628 | 7.88 | 838 | 27.94 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 21,087 | 2.59 | 6,727 | 21.63 | ||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 3,991 | 0.23 | 1,273 | 18.77 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 5,454 | 18.85 | 1,740 | 40.92 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 26,219 | 3.05 | 8,363 | 22.18 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 129 | 0.78 | 41 | 20.59 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 18,206 | 4.60 | 5,807 | 24.03 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 6,237 | 1.48 | 1,989 | 20.33 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 339,902 | 3.40 | 108,422 | 26.39 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 125,379 | 0.07 | 39,993 | 18.64 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 8,848 | 6.04 | 2,822 | 25.76 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 640 | 204 | ||||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 3,864 | 0.47 | 1,233 | 19.15 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 31,739 | 1,693.16 | 10,124 | 2,026.89 | ||||
| 2025-04-25 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 345,808 | 4.28 | 104,074 | 3.01 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 1,080 | 2.37 | 344 | 21.55 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,735 | 6.59 | 12,994 | 26.38 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 1,232 | 2.84 | 328 | -13.68 | ||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 20,590 | 1,370.71 | 6,568 | 1,646.54 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,522 | 4.19 | 6,533 | -12.57 | ||||
| 2025-08-08 | 13F | 王财富 | 811 | 0.12 | 0 | |||||
| 2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 632 | 202 | ||||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 3,613 | 114.68 | 1,152 | 154.87 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 5,797 | 2.20 | 1,849 | 21.17 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 1,303 | 7.24 | 416 | 26.91 | ||||
| 2025-08-11 | 13F | 泰格石资本有限公司 | 9,757 | 0.55 | 2,902 | 144,950.00 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 6,383 | 9.90 | 2,036 | 30.35 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 12,230 | 272.30 | 3,901 | 341.79 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 4,566 | 6.16 | 1,456 | 25.84 | ||||
| 2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 1,514 | 15.05 | 483 | 36.16 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 22,112 | 106.89 | 7,053 | 145.32 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 4,838 | 1.70 | 1,423 | -0.63 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 3,856 | 1,230 | 17.05 | |||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 15,000 | 4,785 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 601 | 186.19 | 177 | 179.37 | ||||
| 2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 675 | 215 | ||||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 12,138 | 0.41 | 3,234 | -15.74 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 1,202 | 383 | ||||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 51,000 | 2.00 | 16,268 | 20.93 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 7,253 | 9.64 | 2,313 | 30.02 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 39,078 | 7.00 | 11,491 | 4.54 | ||||
| 2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 2,159 | 22.05 | 689 | 44.84 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 4,792 | 0.13 | 1,529 | 18.73 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,333 | 4.30 | 425 | 23.91 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 333,127 | 4.60 | 106,261 | 24.01 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 45 | 12 | ||||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 1,225 | 0.99 | 391 | 19.63 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 26,020 | 35.26 | 6,932 | 13.51 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,738 | 13.00 | 554 | 34.14 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 52,067 | 2.98 | 16,608 | 22.09 | ||||
| 2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 1,488 | 2.41 | 445 | 14.69 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 2,377 | 0.04 | 758 | 18.62 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 24,310 | 0.78 | 7,754 | 19.49 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 123 | 39 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 17,129 | 1.82 | 5,464 | 20.73 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 11,638 | 118.55 | 3,100 | 83.43 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 8,766 | 24.93 | 2,796 | 48.17 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 4,344,663 | 0.73 | 1,385,861 | 19.43 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 15,237 | 35.96 | 4,860 | 61.19 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 872 | 2.83 | 278 | 21.93 | ||||
| 2025-07-25 | 13F | 苏玛公司 | 810 | 258 | ||||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 1,588 | 0.19 | 507 | 18.78 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,767 | 564 | ||||||
| 2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 23,453 | 41.82 | 7,481 | 68.15 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,409 | 38.95 | 449 | 65.07 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 774 | 247 | ||||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -12,000 | -47.67 | -3,197 | -56.09 | |||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 820 | 1.49 | 261 | 20.28 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 2,974,044 | 30.14 | 948,661 | 54.30 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 4,100 | 4.43 | 1,308 | 23.77 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,165 | 5.15 | 2,604 | 24.65 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 698 | 223 | ||||||
| 2025-08-08 | 13F | M&G 有限公司 | 429,851 | 0.17 | 137,122 | 18.79 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 20,082 | 3.38 | 6,406 | 22.56 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 69 | 22 | ||||||
| 2025-07-30 | 13F | 保罗·达蒙联合公司 | 3,242 | 49.68 | 1,034 | 77.66 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 648 | 207 | ||||||
| 2025-07-28 | 13F | 大象马克B | 2,609 | 231.93 | 832 | 294.31 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 93,135 | 11.63 | 29,708 | 32.34 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 8,302 | 2,464 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 6,584 | 5.85 | 2,100 | 25.52 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 2,914 | 16.51 | 929 | 38.24 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 1,169 | 5.22 | 373 | 24.83 | ||||
| 2025-08-12 | 13F | 埃尔德里奇投资顾问公司 | 652 | 208 | ||||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 662 | 211 | ||||||
| 2025-08-13 | 13F | 米林顿财务顾问有限责任公司 | 2,573 | 0.63 | 794 | 23.68 | ||||
| 2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 10,398 | 18.09 | 3,317 | 40.03 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 616,490 | 30.86 | 181,279 | 27.86 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 45,648 | 2.53 | 13,423 | 0.17 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 745,467 | 4.41 | 237,789 | 23.78 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 133,300 | 10.81 | 42,520 | 31.37 | |||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 767 | 245 | ||||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 2,082 | 0.24 | 664 | 19.00 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 6,106 | 11.04 | 1,948 | 31.64 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 1,202 | 0.50 | 384 | 19.31 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 16,849 | 17.96 | 4,489 | -1.01 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 1,352 | 13.52 | 431 | 34.69 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 12,334 | 5.69 | 3,934 | 25.33 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 18,171 | 11.72 | 5,796 | 32.45 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 228 | 0.88 | 73 | 20.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 56,061 | 1.12 | 17,882 | 19.89 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 7,323 | 12.44 | 2,336 | 33.28 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,858 | 26.63 | 912 | 50.08 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -13,116 | 178.12 | -4,184 | 229.89 | |||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,750 | 20.27 | 466 | 1.08 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 700 | 223 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 45,762 | 21.26 | 13,456 | 18.47 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 758 | 242 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 180 | 57 | ||||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 1,953 | 2.25 | 618 | 20.23 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 580 | 20.83 | 185 | 43.41 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 71,393 | 13.61 | 22,772 | 34.70 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 5,098,038 | 30.28 | 1,626,172 | 54.46 | ||||
| 2025-08-05 | 13F | 马雷斯特资本有限责任公司 | 976 | 4.05 | 311 | 23.41 | ||||
| 2025-08-07 | 13F | 威尔公司 | 6,039 | 0.07 | 1,926 | 18.67 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 6,539 | 198.31 | 2,086 | 253.99 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 69 | 22 | ||||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 19,218 | 77.99 | 6,130 | 111.09 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 12,937 | 1.22 | 4,127 | 20.01 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 9,739 | 4.35 | 3,107 | 23.70 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 17,785 | 29.04 | 5,673 | 52.97 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 7,828 | 38.55 | 2,497 | 64.28 | ||||
| 2025-07-28 | 13F | 斯特格纳投资联营公司 | 650 | 207 | ||||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | 7,508 | 41.93 | 2,000 | 19.12 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 724 | 0.28 | 215 | 4.88 | ||||
| 2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 2,846 | 0.57 | 857 | -0.70 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 7,884 | 4.76 | 2,515 | 12.58 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 1,239 | 395 | ||||||
| 2025-07-17 | 13F | 景顺有限公司 | 12,774 | 5.72 | 4,075 | 25.32 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,391 | 69.79 | 2,358 | 101.28 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 62,144 | 8.84 | 19,827 | 29.04 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 20,100 | 20,000.00 | 6,411 | 24,557.69 | |||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 101,393 | 1.52 | 32,342 | 20.36 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,347 | 4.20 | 984 | 1.86 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 11,000 | 10,900.00 | 3,509 | 13,392.31 | |||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 8,265 | 0.15 | 2,636 | 18.74 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 7,756 | 0.28 | 2,474 | 18.94 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 5,193 | 1,601 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 17,656 | 0.02 | 5,632 | 18.57 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 6,295 | 18.89 | 2,008 | 48.78 | ||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 1,077 | 7.16 | 344 | 27.04 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 36,932 | 5.77 | 10,860 | 3.34 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 92,871 | 1.28 | 29,617 | 20.02 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 8,519 | 11.87 | 2,505 | 9.34 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 7 | ||||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 77,582 | 1.79 | 24,747 | 20.68 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 9,577 | 1.85 | 3,055 | 20.76 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 41,401 | 2.70 | 13,206 | 21.77 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 6,373 | 0.05 | 2,033 | 18.62 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 1,683 | 16.23 | 537 | 37.79 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 2,342 | 4.65 | 747 | 24.09 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 9,548 | 2.53 | 3,046 | 21.56 | ||||
| 2025-08-08 | 13F | 财富联盟 | 5,417 | 11.25 | 1,728 | 31.93 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 13,996 | 8.20 | 4,465 | 28.28 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 40,628 | 5.17 | 12,960 | 24.69 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 2,111 | 31.04 | 673 | 55.43 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 140 | 37 | ||||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 15,927 | 0.05 | 5,080 | 18.61 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 8,539 | 0.57 | 2,275 | -15.62 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 5,161 | 10.11 | 1,646 | 30.53 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 12,500 | 0 | |||||
| 2025-07-25 | 13F | 自然投资有限公司 | 8,317 | 1.95 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 1,708 | 0.77 | 545 | 19.56 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 649,017 | 2.31 | 207,023 | 21.30 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 10,073 | 3.07 | 3,213 | 22.21 | ||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 105,024 | 0.85 | 33,500 | 19.57 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 19,921 | 5.05 | 6,354 | 24.54 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 1,155 | 0.87 | 368 | 19.48 | ||||
| 2025-08-14 | 13F | 财富的力量 | 649 | 207 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 10,001 | 107.06 | 3,032 | 135.22 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 9,788 | 1.97 | 3,122 | 20.91 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 3,291 | 1.01 | 1,050 | 19.75 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,926 | 7.42 | 513 | -9.84 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 1,865 | 12.28 | 595 | 33.18 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 186,373 | 7.63 | 54,803 | 5.16 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,403 | 14.16 | 448 | 35.45 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 304,164 | 10.53 | 97,022 | 31.04 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 8,862 | 16.38 | 2,361 | -2.36 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 159,809 | 51.83 | 50,976 | 80.00 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 24,672 | 7,868 | ||||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 26,210 | 0.29 | 8,360 | 18.90 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,459 | 10.70 | 0 | |||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 5,490 | 17.66 | 1,751 | 39.52 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 1,838 | 20.29 | 586 | 42.58 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 2,619 | 12.94 | 830 | 33.23 | ||||
| 2025-08-11 | 13F | 赫斯提亚资本管理有限公司 | Put | 5,900 | 1,882 | |||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,174 | 1.24 | 1,012 | 20.05 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 55,066 | 2.94 | 17,565 | 22.05 | ||||
| 2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 9,184 | 0.10 | 2,930 | 18.68 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 5,044 | 0.20 | 1,609 | 18.76 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 25,333 | 59.53 | 8,081 | 71.44 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 30,814 | 1.52 | 10 | 12.50 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 10,001 | 46.71 | 3,034 | 49.98 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 74,601 | 6.28 | 23,796 | 26.00 | ||||
| 2025-06-26 | NP | Spdr 道琼斯工业平均指数 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,523,496 | 5.89 | 1,471,515 | -11.14 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 4,304 | 54.21 | 1,373 | 82.93 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 224 | 71 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 119 | 38 | ||||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 2,088,642 | 6.68 | 663,806 | 26.42 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88,299 | 410.02 | 23,524 | 328.00 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 904 | 0.11 | 288 | 18.52 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 11,382 | 5.58 | 3,631 | 25.17 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 230 | 0 | ||||||
| 2025-08-14 | 13F | ClearAlpha 技术公司 | 1,506 | 480 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 48,153 | 1.88 | 15,360 | 20.78 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 2,780 | 887 | ||||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 1,739 | 0.06 | 555 | 18.63 | ||||
| 2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 1,423 | 0.28 | 454 | 18.90 | ||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,012,396 | 1.94 | 322,934 | 20.86 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 1,273 | 4.00 | 406 | 23.10 | ||||
| 2025-07-22 | 13F | 高威投资管理有限公司 | 2,104 | 0.19 | 671 | 18.76 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,479 | 1,429 | ||||||
| 2025-07-31 | 13F | QV 投资者公司 | 10,500 | 0.67 | 3 | 50.00 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,781 | 8.89 | 887 | 29.11 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,712 | 9.13 | 865 | 29.49 | ||||
| 2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 919 | 20.13 | 293 | 42.93 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 21,658 | 903.61 | 6,908 | 1,091.03 | ||||
| 2025-06-26 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,714 | 1,256 | ||||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 42,213 | 0.02 | 13,465 | 18.59 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 4,408 | 1,406 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 84,258 | 3.68 | 26,877 | 22.92 | ||||
| 2025-07-10 | 13F | 美国财务顾问有限责任公司 | 702 | 224 | ||||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 6,968 | 2.89 | 2,223 | 21.95 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 44,942 | 4.94 | 14,336 | 24.41 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 1,157 | 1.40 | 369 | 20.26 | ||||
| 2025-07-23 | 13F | 鹰岩投资公司 | 45,672 | 0.57 | 14,569 | 19.23 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 1,310 | 143.95 | 349 | 104.71 | ||||
| 2025-03-17 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 42,901 | 17.12 | 13,619 | 37.65 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 18 | 200.00 | 6 | 400.00 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 33,642 | 0.21 | 10,731 | 18.81 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 36 | 11 | ||||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 31,710 | 10,115 | ||||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 2,256 | 16.71 | 720 | 38.27 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 1,899 | 19.28 | 606 | 41.36 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 1,489 | 3.47 | 475 | 22.48 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 65,800 | 95.83 | 20,989 | 132.17 | |||
| 2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 870 | 278 | ||||||
| 2025-08-14 | 13F | 孟德尔资本管理有限公司 | 1,317 | 5.61 | 420 | 25.07 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 11,385 | 2.18 | 3,632 | 21.15 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 7,752 | 3.32 | 2,473 | 22.50 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 1,374 | 22.46 | 438 | 45.51 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 30,587 | 10.93 | 8,994 | 8.39 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 23,533 | 8.50 | 7,507 | 16.61 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 7,181 | 48.21 | 2,290 | 75.75 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 361,394 | 3.37 | 115,277 | 22.56 | ||||
| 2025-08-06 | 13F/A | 旗舰私人财富有限责任公司 | 1,806 | 0.06 | 576 | 18.56 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 459,936 | 2.67 | 146,711 | 21.73 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 59,451 | 114.28 | 18,964 | 154.06 | ||||
| 2025-07-11 | 13F | 朗维财富管理 | 2,900 | 3.76 | 925 | 22.87 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 21,793 | 6,952 | ||||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 239,944 | 1.25 | 63,923 | -15.03 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 1,170 | 43.56 | 373 | 70.32 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 1,676 | 2.82 | 535 | 21.92 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 15,791 | 26.63 | 5,037 | 50.13 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,237 | 0.08 | 395 | 18.67 | ||||
| 2025-07-30 | 13F | 福格尔资本管理公司 | 631 | 201 | ||||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 39,350 | 0.98 | 10,587 | -8.46 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | 100,257 | 31,980 | ||||||
| 2025-07-25 | 13F | 天秤座财富有限公司 | 1,255 | 0.80 | 400 | 19.76 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,131 | 9.38 | 333 | 6.75 | ||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 747 | 238 | ||||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 640 | 204 | ||||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 4,000 | 1 | ||||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 652 | 208 | ||||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | Put | 100,000 | 31,898 | |||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 479 | 24.74 | 153 | 47.57 | ||||
| 2025-08-12 | 13F | Lionshead 财富管理有限公司 | 645 | 206 | ||||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 2,500 | 797 | |||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 2,500 | 16.55 | 797 | 38.13 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 82,883 | 0.93 | 26,438 | 19.66 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 952 | 12.00 | 304 | 32.89 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 3,612 | 3.32 | 1,152 | 22.55 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21 | 16.67 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 5,887,567 | 15.58 | 1,878,016 | 37.03 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 4,300 | 22.86 | 1,146 | 3.06 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 9,670 | 0.12 | 3,084 | 3.87 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 4,840 | 10.50 | 1,544 | 30.98 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 5,046 | 3.11 | 1,610 | 22.26 | ||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 5,017 | 3.17 | 1,600 | 22.32 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 4,040 | 1.28 | 1,289 | 20.04 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 564 | 48.03 | 180 | 75.49 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 10,186 | 345.39 | 3,249 | 428.29 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 849 | 6.39 | 264 | 30.85 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 2,600 | 0 | |||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 1,883 | 601 | ||||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 82,882 | 3.13 | 24,371 | 0.76 | ||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 4,597 | 0.33 | 1,466 | 18.99 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 15,828 | 167.00 | 5,049 | 216.69 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,267,377 | 2.24 | 721,525 | 23.43 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 721 | 230 | ||||||
| 2025-05-29 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 10,686 | 47.13 | 2,875 | 33.41 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 804 | 344 | |||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 1,854 | 21.02 | 591 | 43.45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42,330 | 9.47 | 14,252 | 38.84 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 46,100 | 7.21 | 14,705 | 27.10 | |||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 19,640 | 4.19 | 6 | 20.00 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 113,483 | 1.13 | 30,233 | -15.13 | ||||
| 2025-04-25 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 156,733 | 301.84 | 47,170 | 296.95 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 1,103 | 37.36 | 352 | 62.50 | ||||
| 2025-08-14 | 13F | 吉尔森资本有限合伙人 | 34,320 | 11 | ||||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 651 | 0.77 | 208 | 19.65 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 49,800 | 18.85 | 15,885 | 40.91 | |||
| 2025-08-06 | 13F | 华盛顿信托银行 | 1,341 | 5.51 | 428 | 25.22 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 3,488 | 0.72 | 1,113 | 19.44 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 4,417 | 1,271.74 | 1,409 | 1,537.21 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 1,498 | 0.20 | 478 | 18.66 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 6,470 | 29.12 | 1,997 | 44.29 | ||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 680 | 217 | ||||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 973 | 3.18 | 310 | 22.53 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 699 | 223 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 50,163 | 27.10 | 16,001 | 50.69 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 187,921 | 1.50 | 59,943 | 20.33 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 10,793 | 2.96 | 3,443 | 22.06 | ||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 6,712 | 2.80 | 2,141 | 21.87 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 55,265 | 10.72 | 16,095 | 23.29 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 4,442 | 49.87 | 1,417 | 77.67 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 280 | 154.55 | 85 | 193.10 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 932,882 | 0.93 | 297,568 | 19.66 | ||||
| 2025-08-14 | 13F | 德美银行 | 881 | 9.03 | 281 | 29.49 | ||||
| 2025-08-13 | 13F | 米罗娃 | 49,506 | 8.13 | 15,791 | 28.19 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1,287 | 44.77 | 411 | 71.55 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 97,700 | 495.73 | 31 | 675.00 | |||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,216 | 23.44 | 7,086 | 46.34 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 2,709 | 2.61 | 864 | 21.69 | ||||
| 2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 146 | 39 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 213,772 | 5.96 | 68,189 | 25.62 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 11,800 | 3,764 | |||||
| 2025-07-29 | NP | EBI-长景优势ETF | 3,502 | 347.25 | 1,030 | 337.87 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 12,700 | 4,051 | |||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 825 | 263 | ||||||
| 2025-08-26 | NP | DVRUX - 瑞银美国股息统治者基金 P 级 | 25,722 | 4.26 | 8,205 | 23.61 | ||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 5,136 | 0.16 | 1,638 | 7.69 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 2,000 | 638 | |||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 70,228 | 2.05 | 22,401 | 20.99 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 21,153 | 61.96 | 6,220 | 58.27 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 7,455 | 0.51 | 2,378 | 19.20 | ||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 1,270 | 63.87 | 405 | 94.71 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 22,576 | 2.00 | 7,201 | 20.92 | ||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 1,091 | 2.25 | 348 | 21.25 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 31 | 10 | ||||||
| 2025-07-18 | 13F | 第一太平金融 | 208 | 2,500.00 | 66 | 3,200.00 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 2,629 | 10.51 | 1 | |||||
| 2025-05-14 | 13F | 蒙特利私人财富公司 | 1,570 | 0.13 | 422 | -9.25 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 8,837 | 2.49 | 2,818 | 21.47 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 132,100 | 1.23 | 42,137 | 20.01 | |||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 5,654 | 2.00 | 1,803 | 20.93 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 285,600 | 0.49 | 91,101 | 19.14 | |||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 2,813 | 6.63 | 827 | 4.29 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,159 | 3.90 | 689 | 23.48 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 12,719 | 298.22 | 4,057 | 372.29 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 1,052 | 16.24 | 335 | 37.86 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 48,024 | 1,191.66 | 15,319 | 1,431.80 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 38,947 | 0.93 | 12,423 | 19.66 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 2,185 | 5.10 | 697 | 24.51 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 11,856 | 24.59 | 3,782 | 47.70 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 3,060 | 122.38 | 976 | 163.78 | ||||
| 2025-04-18 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 14,261 | 18.34 | 4,292 | 16.89 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 4,200 | 1,340 | ||||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 274 | 57.47 | 87 | 89.13 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 83,173 | 5.75 | 26,531 | 25.37 | ||||
| 2025-07-17 | 13F | PMG 财富管理有限公司 | 650 | 207 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 13,487,316 | 11.12 | 4,282,984 | 31.61 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 41,600 | 13,270 | |||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 797,761 | 8.45 | 234,582 | 5.96 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 869 | 3.82 | 277 | 23.11 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 53,953 | 1.66 | 17,210 | 20.52 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 42,043 | 0.23 | 11,201 | -15.89 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 4,142 | 6.26 | 1,321 | 26.05 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 26,708 | 10.90 | 8,519 | 31.49 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 130,573 | 0.46 | 41,650 | 19.10 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 2,025 | 0.55 | 646 | 19.22 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,069 | 53.07 | 902 | 49.59 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,340 | 6.54 | 7,816 | -10.59 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 39,475 | 1.75 | 12,592 | 20.63 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 21,816 | 7.25 | 6,933 | 25.33 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 28,369 | 15.00 | 8,342 | 12.35 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 8,592 | 31.36 | 2,741 | 55.77 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 893,764 | 9.49 | 285,093 | 29.81 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 85,369 | 5.13 | 25,103 | 2.71 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,594,663 | 0.83 | 508,666 | 19.55 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 76,453 | 2.85 | 24,387 | 21.94 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 13,514 | 1.03 | 4,311 | 19.79 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 12,251 | 897.64 | 3,908 | 1,083.94 | ||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 2,279 | 727 | ||||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 2,108 | 4.36 | 673 | 23.76 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 31,406 | 6.35 | 10,018 | 26.08 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 4,823 | 0.98 | 1,485 | 15.83 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 2,702 | 4.57 | 862 | 23.88 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 185,188 | 1.78 | 59,071 | 20.67 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 642 | 205 | ||||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 801 | 4.71 | 256 | 24.39 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 56,530 | 45.32 | 15,060 | 21.95 | ||||
| 2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 35,303 | 7.75 | 11,261 | 27.74 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 11,783 | 3.81 | 3,573 | 17.89 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 15 | 275.00 | 5 | 300.00 | ||||
| 2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 10,200 | 4.08 | 2,999 | 1.70 | ||||
| 2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 165 | 53 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 1,165,293 | 15.34 | 371,705 | 36.74 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 361,758 | 3.93 | 96,376 | -12.78 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 86,400 | 118.73 | 27,560 | 159.33 | |||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 2,121 | 9.61 | 677 | 30.00 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 12,358 | 5.30 | 3,942 | 24.87 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 39,400 | 61.48 | 12,568 | 91.45 | |||
| 2025-07-23 | 13F | 博蒙特资产管理有限责任公司 | 4,838 | 0.08 | 1,543 | 18.69 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 1,278 | 0.31 | 408 | 19.01 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 3,655 | 6.31 | 1,166 | 25.95 | ||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 4,714 | 7.01 | 1,386 | 4.60 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 242 | 71 | ||||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 1,226 | 3.55 | 391 | 22.96 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 3,437 | 6.81 | 1,096 | 26.71 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 16,331 | 6.21 | 5,209 | 25.94 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 328,973 | 17.85 | 105 | 38.67 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 7,200 | 2,297 | |||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 713,555 | 11.34 | 227,610 | 32.00 | ||||
| 2025-08-13 | 13F | 九桅资本有限公司 | 2,284 | 729 | ||||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 55,449 | 2.97 | 17,687 | 22.08 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 16,331 | 1.87 | 5,209 | 20.77 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 32,160 | 19.10 | 10 | 42.86 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 639 | 0.31 | 204 | 18.71 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 653 | 198 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 8,742 | 17.31 | 2,571 | 14.63 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 222 | 1.37 | 72 | 22.41 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 40,391 | 0.65 | 12,884 | 19.32 | ||||
| 2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 636 | 203 | ||||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,579 | 4.29 | 504 | 23.59 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -3,118 | 80.44 | -995 | 114.22 | |||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 4,011 | 3.00 | 1,279 | 22.16 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 5,370 | 1,713 | ||||||
| 2025-08-14 | 13F | 缓存顾问有限责任公司 | 1,708 | 545 | ||||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 155,374 | 0.60 | 50 | 22.50 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 60,289 | 26.09 | 19,445 | 50.36 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 1,042 | 1.46 | 332 | 20.29 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 980 | 313 | ||||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 3,430 | 4.99 | 1,094 | 24.46 | ||||
| 2025-07-15 | 13F | 频谱规划与咨询服务公司 | 1,197 | 382 | ||||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 163,772 | 100.00 | 48,151 | 118.56 | ||||
| 2025-08-12 | 13F | 泛微咨询集团 | 2,380 | 0.08 | 759 | 18.78 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 91,708 | 0.88 | 29,253 | 19.61 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 16,484 | 12,110.37 | 5,258 | 14,505.56 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 822 | 6.48 | 262 | 26.57 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 16,284 | 0.38 | 5,194 | 19.02 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 4,423,329 | 23.03 | 1,410,951 | 45.87 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 272,642 | 13.01 | 86,967 | 33.98 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 15,710,441 | 1.87 | 5,011,316 | 20.78 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 8,928 | 2.29 | 2,848 | 21.25 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 27,425 | 247.72 | 8,780 | 313.91 | ||||
| 2025-07-23 | 13F | 布罗德里克·布赖恩·C | 5,868 | 138.83 | 1,872 | 183.06 | ||||
| 2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 1,096 | 349 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 122 | 510.00 | 39 | 660.00 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 202,714 | 0.07 | 64,662 | 18.64 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 526,455 | 1.49 | 167,929 | 20.33 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 63 | 46.51 | 20 | 81.82 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 1,117 | 1.09 | 356 | 19.87 | ||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 709 | 18.36 | 226 | 40.37 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 175,881 | 42.02 | 56,102 | 69.47 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 42,204 | 6.66 | 13,462 | 26.45 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 6,589 | 1,217.80 | 2,091 | 793.16 | ||||
| 2025-05-23 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 7,172 | 33.33 | 1,930 | 20.86 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 19,114 | 23.13 | 6,097 | 32.32 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 648 | 207 | ||||||
| 2025-07-25 | 13F | 主权金融集团公司 | 1,764 | 9.50 | 563 | 29.79 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 1,304 | 6.28 | 416 | 25.76 | ||||
| 2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 15,823 | 46.55 | 5,047 | 73.79 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 2,090 | 9.42 | 667 | 29.82 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 509 | 3.88 | 162 | 23.66 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 11,261 | 0.19 | 3,592 | 18.78 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 369 | 25.51 | 0 | |||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 4,061 | 1.35 | 1,295 | 20.13 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 3,768 | 8.65 | 1,202 | 28.72 | ||||
| 2025-08-12 | 13F | 德崇摩根公司 | 95,918 | 108.89 | 30,596 | 147.65 | ||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 740 | 235 | ||||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 315,449 | 0.60 | 100,622 | 19.27 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 1,095 | 349 | ||||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,498 | 16.99 | 3,969 | 14.31 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 39,898 | 10.93 | 11,732 | 8.39 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 62,031 | 2.30 | 19,787 | 21.29 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 58,599 | 1.74 | 18,692 | 20.63 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 5,088 | 0.10 | 1,623 | 18.65 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 693,975 | 4.97 | 221,396 | 24.45 | ||||
| 2025-08-14 | 13F | 伯克利WR公司 | 99,400 | 31,707 | ||||||
| 2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 1,114 | 51.77 | 355 | 179.53 | ||||
| 2025-08-14 | 13F | 伯克利WR公司 | Put | 99,400 | 31,707 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 253,600 | 41.20 | 80,893 | 67.41 | |||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 2,710 | 10.70 | 864 | 31.31 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 760 | 242 | ||||||
| 2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 643 | 205 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 124 | 33 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 431,414 | 26.85 | 117,232 | 38.39 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 17,782 | 0.70 | 5,672 | 19.41 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 763,393 | 11.48 | 243,507 | 32.16 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 7,823 | 0.23 | 2,495 | 18.87 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 11,376 | 7.60 | 4 | 50.00 | ||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 648 | 207 | ||||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 934 | 298 | ||||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 561,492 | 12.50 | 179 | 33.58 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 4,691 | 16.81 | 1,496 | 38.52 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 1,123 | 27.32 | 358 | 51.05 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 1,500 | 478 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 25,664 | 9.60 | 8,186 | 29.94 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 11,022 | 74.29 | 3,516 | 106.64 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 2,600 | 829 | |||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 3,541 | 32.32 | 1,129 | 56.81 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 11,189 | 4.40 | 3,569 | 23.79 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 22,190 | 0.05 | 7,078 | 18.62 | ||||
| 2025-08-08 | 13F | 复兴银行 | 876 | 13.77 | 279 | 34.78 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 13,156 | 18.50 | 3,505 | -0.57 | ||||
| 2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 7,186 | 0.01 | 2,292 | 18.57 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 926 | 29.33 | 295 | 37.21 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 9,666 | 3,068 | ||||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 68 | 15.25 | 22 | 50.00 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 9,329 | 0.01 | 2,959 | 17.94 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 4,354 | 9.78 | 1,389 | 30.08 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 3,678 | 11.93 | 1 | |||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 3,818 | 16.12 | 1,218 | 37.67 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 167,534 | 1.37 | 45,243 | -7.47 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 793 | 0.89 | 253 | 19.43 | ||||
| 2025-08-12 | 13F | 统一资产管理有限责任公司 | 37,167 | 4.75 | 11,856 | 38.27 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,277 | 22.42 | 726 | 45.20 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 46,840 | 0.47 | 14,941 | 19.12 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 3,468 | 5.96 | 1,106 | 25.68 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 4,233 | 0.07 | 1,350 | 18.63 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,928 | 152.03 | 615 | 246.89 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 127,214 | 77.05 | 40,579 | 109.90 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 23,434 | 86.10 | 7,475 | 120.67 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 8,232 | 0.61 | 2,540 | 16.25 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 11,632 | 0.64 | 3,710 | 19.33 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 82,084 | 5.20 | 26,183 | 24.72 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,229,658 | 0.43 | 327,593 | -15.72 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 511 | 32.04 | 163 | 55.77 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 20,855 | 13.58 | 6,652 | 34.66 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 168 | 5.00 | 54 | 23.26 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 105,437 | 0.12 | 33,632 | 18.70 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 648 | 0.62 | 207 | 19.08 | ||||
| 2025-08-27 | NP | CHASX - 大通成长基金 N 类 | 6,914 | 2,205 | ||||||
| 2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 1,799 | 0.06 | 574 | 18.63 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 1,529 | 10.00 | 488 | 29.52 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 3,750 | 4.84 | 1,196 | 24.32 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 19,020 | 18.97 | 6,067 | 41.06 | ||||
| 2025-07-15 | 13F | 赫布斯特集团有限公司 | 11,243 | 0.46 | 3,586 | 19.10 | ||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 149,993 | 0.53 | 39,960 | -15.63 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 3,012 | 10.86 | 961 | 31.33 | ||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 13,157 | 0.30 | 4,197 | 18.90 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 24,672 | 0.43 | 7,870 | 19.06 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,836 | 22.92 | 3,686 | 3.16 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 829 | 0.48 | 267 | 20.81 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 23,553 | 1.85 | 6,275 | -14.53 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 1,896 | 46.52 | 605 | 73.56 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 770 | 1.99 | 246 | 20.69 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76,566 | 15.56 | 22,514 | 12.91 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 3,808,279 | 124.95 | 1,214,765 | 166.69 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 100 | 32 | |||||
| 2025-08-08 | 13F | 包装管理公司 | 1,778 | 1.08 | 567 | 19.87 | ||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 3,739 | 0.86 | 1,193 | 19.56 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253,600 | 1.09 | 67,562 | -15.16 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 3,216 | 0.91 | 1,026 | 19.60 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 3,341 | 1,066 | ||||||
| 2025-08-26 | NP | PNBAX - Virtus NFJ 大盘价值基金 A | 4,694 | 1,497 | ||||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 118,213 | 0.95 | 31,493 | -15.28 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 3,264 | 8.58 | 1,041 | 28.84 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 1,517 | 60.87 | 0 | |||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 16,417 | 56.62 | 5,237 | 85.67 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 2,350 | 0.34 | 750 | 18.89 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 415,637 | 0.87 | 132,580 | 19.59 | ||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 1,724 | 550 | ||||||
| 2025-07-10 | 13F | 财务管理网络公司 | 3,315 | 2.82 | 1,088 | 43.97 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 2,048 | 3.64 | 653 | 22.98 | ||||
| 2025-07-15 | 13F | 霍尔·劳里·J 受托人 | 729 | 233 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 14,188 | 5.18 | 3,780 | -11.75 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 6,426 | 20.20 | 1,890 | 17.48 | ||||
| 2025-04-25 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,098 | 9.34 | 7,253 | 8.01 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 43,098 | 36.97 | 13,747 | 62.40 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 676 | 216 | ||||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 35,614 | 0.28 | 11 | 22.22 | ||||
| 2025-07-29 | 13F | 帕台农神庙有限公司 | 69,585 | 0.09 | 22,196 | 18.67 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 1,163 | 9.41 | 371 | 29.72 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 22,051 | 15.94 | 7,034 | 37.44 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,277 | 0.89 | 1,045 | 19.70 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 183 | 16.56 | 49 | -2.04 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 348 | 6.42 | 111 | 26.14 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 1,195 | 4.64 | 381 | 24.10 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 650,603 | 7.97 | 207,529 | 28.01 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 2,479 | 1.02 | 791 | 19.70 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 162 | 0.62 | 37 | 2.78 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 3,803 | 16.84 | 1,213 | 38.63 | ||||
| 2025-08-06 | 13F | 奥布莱恩格林公司 | 695 | 222 | ||||||
| 2025-08-08 | 13F | 贝拉德公司 | 23,933 | 129.95 | 7,634 | 172.64 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 694 | 10.86 | 221 | 31.55 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 4,766 | 0.29 | 1,520 | 18.94 | ||||
| 2025-08-12 | 13F | 科瓦有限公司 | 1,105 | 13.33 | 352 | 34.35 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 3,748 | 0.37 | 1,196 | 19.02 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,770 | 20.82 | 476 | 9.68 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 40 | 33.33 | 13 | 50.00 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 5,309 | 2.53 | 1,694 | 21.54 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 3,792 | 0.18 | 1,210 | 18.76 | ||||
| 2025-07-25 | 13F | 钢铁金融有限责任公司 | 792 | 0.13 | 253 | 18.87 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,674 | 93.53 | 3,433 | 89.09 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 135,286 | 6.13 | 43,154 | 25.82 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 24,417 | 0.93 | 7,788 | 19.67 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 1,215 | 0.08 | 388 | 18.71 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,018 | 1.51 | 644 | 20.41 | ||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 706 | 225 | ||||||
| 2025-08-07 | 13F | 中西部信托公司 | 6,402 | 2,042 | ||||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 121,368 | 0.04 | 38,714 | 18.61 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 10,617 | 9.54 | 3,387 | 29.88 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 189,746 | 6.81 | 60,526 | 26.63 | ||||
| 2025-07-28 | NP | UDOW - ProShares UltraPro Dow30 | 67,616 | 1.09 | 19,882 | -1.23 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,311 | 737 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 301,348 | 4.41 | 81,078 | -5.35 | ||||
| 2025-07-03 | 13F | 三一财务顾问有限责任公司 | 660 | 211 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 8,712 | 5.33 | 2,779 | 24.85 | ||||
| 2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 9,301 | 0.10 | 2,967 | 18.64 | ||||
| 2025-08-08 | 13F | 创意策划 | 190,342 | 3.71 | 60,715 | 22.96 | ||||
| 2025-08-06 | 13F | 南州公司 | 14,940 | 3.82 | 4,766 | 23.09 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,454 | 10.15 | 5,132 | 7.61 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 14,719 | 19.22 | 4,695 | 41.37 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 4,673 | 0.93 | 1,491 | 19.68 | ||||
| 2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 688 | 219 | ||||||
| 2025-08-12 | 13F | 运行点资本顾问有限责任公司 | 732 | 233 | ||||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 162 | 10.96 | 51 | 30.77 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 10,362 | 11.65 | 3,305 | 32.36 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 2,386 | 92.57 | 761 | 128.53 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 151,207 | 6.85 | 40,283 | -10.33 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 292 | 12.74 | 93 | 34.78 | ||||
| 2025-08-14 | 13F | 投资公司 | 110,596 | 4.15 | 35,278 | 23.47 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,889 | 19.79 | 24,962 | 17.04 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 14,764 | 0.86 | 4,709 | 19.58 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 5,978 | 0.18 | 1,907 | 18.75 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 56,660 | 31.38 | 18,073 | 55.76 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 491,649 | 3.34 | 130,980 | -13.28 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 1,178 | 14.48 | 376 | 35.87 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 1,691 | 4.90 | 539 | 24.48 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 86 | 23 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 4,094 | 2.79 | 1,306 | 21.85 | ||||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 680 | 217 | ||||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 539,416 | 7.66 | 143,706 | -9.65 | ||||
| 2025-06-30 | NP | DYLG - Global X Dow 30 备兑看涨期权和成长 ETF | 343 | 30.42 | 91 | 9.64 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 7,736 | 5.48 | 2,468 | 25.04 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 8,995 | 2.37 | 2,869 | 21.36 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 941 | 7.05 | 300 | 27.12 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 64,000 | 29.55 | 20,415 | 53.59 | |||
| 2025-07-24 | 13F | SLT控股有限公司 | 1,008 | 31.25 | 322 | 55.83 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 13,710 | 9.33 | 4,373 | 29.65 | ||||
| 2025-07-15 | 13F | 退休收入解决方案公司 | 748 | 239 | ||||||
| 2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 4,280 | 15.68 | 1,140 | -2.90 | ||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 4,742 | 0.44 | 1,513 | 19.06 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 699 | 223 | ||||||
| 2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 3,886 | 18.26 | 1,240 | 40.16 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 1,800 | 574 | |||||
| 2025-07-30 | 13F | 主要投资控股公司 | 518,279 | 17.73 | 165 | 39.83 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 2,907 | 27.89 | 927 | 51.72 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 13,142 | 3.53 | 4,192 | 22.75 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 885 | 12.17 | 282 | 33.02 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 10,193 | 18.43 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 22,105 | 1.51 | 7,051 | 20.34 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 8,200 | 1.06 | 2,616 | 19.79 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 3,451 | 7.71 | 1,101 | 27.76 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,197 | 12.08 | 382 | 32.75 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 2,354 | 132.38 | 627 | 95.33 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 27 | 9 | ||||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 652 | 208 | ||||||
| 2025-07-23 | 13F | 普佐·迈克尔·J | 7,769 | 167.62 | 2,478 | 217.29 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 8,838 | 1.30 | 2,819 | 20.11 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 20,522 | 0.61 | 6,546 | 19.28 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 24,426 | 0.80 | 7,792 | 19.51 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 198 | 3,200.00 | 53 | 5,100.00 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 398,955 | 0.26 | 127,259 | 18.87 | ||||
| 2025-08-07 | 13F | 蒂尔曼·哈特利有限责任公司 | 1,064 | 0.95 | 339 | 19.79 | ||||
| 2025-08-13 | 13F | 万斯财富公司 | 748 | 239 | ||||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 11,395 | 15.99 | 3,635 | 37.50 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 779 | 248 | ||||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,684 | 2.69 | 12,257 | 0.34 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 10,964 | 0.56 | 3,497 | 19.23 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,015,952 | 14.73 | 324,068 | 36.03 | ||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 7 | 2 | ||||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 122,043 | 0.54 | 38,711 | 20.12 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 4,927 | 2.56 | 1,572 | 21.59 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 46,207 | 16.27 | 12,310 | -2.43 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,797 | 1.63 | 3,143 | -14.71 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 2,629 | 1.12 | 839 | 19.89 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 24,725 | 1.37 | 7,887 | 20.18 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 16,954 | 8.60 | 5,408 | 28.74 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 10,908 | 14.28 | 3,479 | 34.79 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 342 | 0.29 | 109 | 19.78 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 22,963 | 1.93 | 7,325 | 20.84 | ||||
| 2025-08-08 | 13F | 融合资本有限责任公司 | 656 | 209 | ||||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 1,333 | 0 | ||||||
| 2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 1,042 | 0.29 | 332 | 19.00 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 1,952 | 12.96 | 623 | 33.76 | ||||
| 2025-08-04 | 13F | 普罗维登信托公司 | 1,108,971 | 136.58 | 353,740 | 180.48 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 28,273 | 9,019 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 65,049 | 17,330 | ||||||
| 2025-07-14 | 13F | Parkshore 财富管理有限公司 | 9,519 | 0.24 | 3,036 | 18.87 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 4,342,556 | 13.93 | 1,385,188 | 35.07 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 2,011 | 0.45 | 642 | 19.14 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 13,475 | 1.66 | 4,298 | 20.53 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 7,944 | 19.49 | 2,534 | 41.67 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 37 | 5.71 | 12 | 22.22 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 896 | 1.13 | 286 | 19.75 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 3,590 | 3.52 | 1,145 | 22.72 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 13,898 | 1.87 | 4,433 | 20.79 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 1,720 | 121.08 | 555 | 165.07 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 4,742 | 0.53 | 1,513 | 19.15 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 136,429 | 0.04 | 43,518 | 18.61 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 59,868 | 27.68 | 19,097 | 51.38 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 20,851 | 5.96 | 6,131 | 3.53 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 5,445 | 3.75 | 1,451 | -12.91 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 83,641 | 3.54 | 26,680 | 22.75 | ||||
| 2025-07-09 | 13F | 西尔弗伯格伯恩斯坦资本管理有限责任公司 | 1,800 | 574 | ||||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 48,814 | 5.09 | 14,354 | 2.68 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 418 | 18.75 | 111 | 0.00 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 9,821 | 3 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 97 | 6.59 | 31 | 25.00 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 40,710 | 61.15 | 13,281 | 48.82 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 3,395 | 1,083 | ||||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 41,347 | 48.26 | 11,015 | 24.42 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 658 | 0 | ||||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 288 | 21.01 | 92 | 42.19 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 19,042,721 | 3.74 | 6,074,286 | 22.99 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 86,800 | 54.45 | 27,687 | 83.12 | |||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 7,967 | 2.97 | 2,541 | 22.10 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 17,827 | 0.01 | 5,686 | 18.56 | ||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 946 | 255 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 81,777 | 16.58 | 26,087 | 38.22 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 812 | 14.04 | 259 | 35.60 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 967 | 0.31 | 308 | 18.92 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 1,522 | 485 | ||||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 5,368 | 3.45 | 1,712 | 22.64 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 54,288 | 1.11 | 17,317 | 19.87 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 200 | 64 | ||||||
| 2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 36,121 | 83.83 | 11,522 | 117.95 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 4,788 | 23.72 | 1,527 | 46.69 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 11,148 | 694.02 | 2,999 | 689.21 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 12,479 | 610.65 | 3,981 | 743.22 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,346 | 4.64 | 625 | -12.24 | ||||
| 2025-04-22 | 13F | 沈氏金融集团 | 1,345 | 21.28 | 362 | 9.73 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 147,068 | 7.24 | 46,912 | 27.14 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 55,600 | 192.63 | 17,735 | 247.00 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 712 | 92.43 | 227 | 129.29 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 198,512 | 20.45 | 63,321 | 42.80 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 3,376 | 2.12 | 1,077 | 21.03 | ||||
| 2025-07-30 | 13F | Greatmark 投资伙伴公司 | 116,644 | 0.12 | 37,207 | 18.71 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 116,581 | 0.31 | 37,186 | 18.92 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 1,585 | 6.81 | 506 | 26.57 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 16,725 | 144.16 | 5,335 | 189.58 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 69,212 | 41.91 | 22,077 | 68.26 | ||||
| 2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 88,562 | 11.43 | 23,594 | -6.48 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 792 | 16.30 | 233 | 13.73 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 341 | 269.57 | ||||||
| 2025-07-08 | 13F | Lpwm有限公司 | 1,121 | 358 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 165,500 | 22.14 | 53 | 44.44 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 3,075 | 1 | ||||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,028 | 46.86 | 274 | 22.97 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 6,185 | 1.33 | 1,973 | 20.10 | ||||
| 2025-04-28 | NP | BFOR - 巴伦 400 ETF | 1,413 | 4.98 | 425 | 3.66 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 2,172 | 123.92 | 693 | 165.13 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 3,260 | 8.23 | 1,040 | 28.27 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 2,066 | 8.62 | 659 | 28.96 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,303 | 8.25 | 10,204 | -9.15 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 49 | 8.89 | 13 | -7.14 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 346 | 948.48 | 112 | 1,287.50 | ||||
| 2025-07-23 | 13F | 独角鲸资本管理公司 | 59,334 | 17.59 | 18,926 | 39.42 | ||||
| 2025-07-17 | 13F | JLB 联合公司 | 19,083 | 2.50 | 6,087 | 21.52 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 129,065 | 482.34 | 41 | 720.00 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 55 | 189.47 | 18 | 240.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 21,758 | 0.02 | 6,940 | 18.59 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 8,417 | 2.31 | 2,685 | 21.28 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,966 | 2.45 | 627 | 21.51 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 4,723 | 14.78 | 1,507 | 36.04 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 1,818 | 2.60 | 580 | 21.64 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 811 | 7.70 | 259 | 27.72 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 895 | 13.29 | 285 | 34.43 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 3,321 | 0.64 | 1,059 | 19.39 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,028,532 | 0.34 | 302,440 | -1.96 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 304,700 | 1.60 | 97,193 | 20.46 | |||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 55,856 | 0.27 | 17,817 | 18.88 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -293 | 21.58 | -93 | 45.31 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 542,500 | 21.15 | 173,047 | 43.63 | |||
| 2025-07-28 | NP | VAPPX - 资本增值基金 | 21,461 | 48.98 | 6,311 | 45.56 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 822 | 2.37 | 262 | 21.30 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 49,017 | 1.82 | 15,635 | 20.71 | ||||
| 2025-05-30 | NP | DTLGX - 大型公司成长投资组合投资类别 | 333 | 19.35 | 90 | 8.54 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 568 | 16.39 | 151 | -1.95 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 17,444 | 13.22 | 5,564 | 34.23 | ||||
| 2025-08-14 | 13F | 原型财富合作伙伴 | 829 | 6.83 | 0 | |||||
| 2025-07-16 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | 2,348 | 0.43 | 749 | 18.92 | ||||
| 2025-07-08 | 13F | 合伙财富管理有限责任公司 | 2,238 | 2.43 | 714 | 21.47 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 2,452 | 0.49 | 782 | 19.21 | ||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 688 | 219 | ||||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 1,101 | 351 | ||||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 38,572 | 6.59 | 11,342 | 4.14 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 6,860 | 0.04 | 2,188 | 18.66 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 150,447 | 30.16 | 47,990 | 54.32 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 3,620 | 8.90 | 1,155 | 29.08 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 14,090 | 1.94 | 4,494 | 20.87 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 2,237 | 173.14 | 709 | 205.60 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 302 | 2.72 | 96 | 21.52 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 10,270 | 5.92 | 3,276 | 25.58 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 851 | 271 | ||||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 16,868 | 1.79 | 5,381 | 20.68 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 17,000 | 672.73 | 5,423 | 817.43 | |||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,256 | 4.15 | 401 | 23.46 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 290,167 | 56.64 | 92,557 | 85.71 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 1,742,009 | 31,595.94 | 5 | -99.66 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,275 | 407 | ||||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 5,227 | 8.26 | 1,545 | 20.81 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 22,641 | 260.12 | 7,222 | 327.08 | ||||
| 2025-07-15 | 13F | DSG资本顾问有限公司 | 3,288 | 1,049 | ||||||
| 2025-07-29 | 13F | 顶峰财富管理有限责任公司 | 8,890 | 608.37 | 2,836 | 741.25 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 42,643 | 20.81 | 13,602 | 43.24 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 9,588 | 4.35 | 3,058 | 23.71 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 359,500 | 295.93 | 114,673 | 369.41 | |||
| 2025-08-15 | 13F | 第一中心咨询公司 | 859 | 274 | ||||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 42,443 | 0.08 | 13,538 | 18.65 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 178,261 | 1,440.98 | 56,862 | 1,727.15 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 22,030 | 2.01 | 7,027 | 20.95 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 41,259 | 3,148.74 | 13,161 | 3,759.24 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 8,604 | 40.38 | 2,745 | 66.40 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 15,963 | 0.19 | 5,092 | 18.78 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 135,740 | 6.95 | 43,298 | 26.80 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 47,066 | 0.64 | 15,013 | 19.32 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 40,204 | 9.35 | 12,824 | 29.64 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 145,385 | 8.97 | 38,732 | -8.55 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 35 | 10 | ||||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,874 | 6.98 | 1,727 | 4.54 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 4,481 | 1.47 | 1,429 | 20.29 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 41 | 13 | ||||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 9,000 | 2,871 | |||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 4,455 | 0.70 | 1,426 | 19.35 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 11,900 | 3,796 | |||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 4,254 | 6.70 | 1,357 | 26.49 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 1,169 | 48.35 | 373 | 75.47 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 30,175 | 30.51 | 9,618 | 55.03 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 5,013 | 21.50 | 1,336 | 1.99 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 2,410 | 153.68 | 1 | |||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 1,337 | 427 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 6,388 | 5.20 | 2,038 | 24.74 | ||||
| 2025-07-23 | 13F | 登普兹·南希·E | 3,459 | 210.22 | 1,103 | 268.90 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 7,015 | 1.10 | 2,063 | 18.30 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 19,691 | 1.27 | 6,281 | 20.05 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 8,772 | 4.40 | 2,798 | 23.76 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 1,086 | 346 | ||||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 1,185 | 45.76 | 316 | 22.09 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 121 | 39 | ||||||
| 2025-08-08 | 13F | 纽约信托银行 | 9,059 | 3.43 | 2,890 | 22.62 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 3,081 | 0.29 | 983 | 18.89 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 12,825 | 2.96 | 4,091 | 22.05 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,119 | 1.65 | 2,962 | -14.69 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 880 | 1.03 | 263 | 12.93 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 1,343 | 428 | ||||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 91,194 | 26,816 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 6,322 | 162.98 | 2,017 | 212.07 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 13,979 | 4,459 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 12,266 | 24.86 | 3,913 | 48.01 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 8,780 | 0.72 | 2,362 | -8.70 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 5,605 | 5.67 | 1,788 | 25.32 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 249,136 | 0.56 | 79,469 | 19.22 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 2,040 | 28.06 | 651 | 51.87 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 1,689 | 1.50 | 539 | 20.36 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 1,704 | 3.09 | 544 | 22.30 | ||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 634 | 202 | ||||||
| 2025-08-29 | 13F | 半人马座金融公司 | 1,719 | 19.54 | 1 | |||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 59,117 | 44.24 | 15 | 27.27 | ||||
| 2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 649 | 207 | ||||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 5,551 | 21.76 | 1,771 | 44.37 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 227 | 3.65 | 73 | 24.14 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 442 | 7.28 | 141 | 27.27 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 16,276 | 3.46 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | 挪威银行 | 5,948,131 | 1,897,335 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 31,400 | 278.31 | 10,016 | 348.50 | |||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 1,183 | 107.18 | 315 | 74.03 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 7,627 | 3.85 | 2,433 | 23.14 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 6,439 | 3.12 | 2,054 | 22.28 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,942 | 20.87 | 2,852 | 43.32 | ||||
| 2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 235,448 | 75,103 | ||||||
| 2025-08-15 | 13F | DCM 顾问有限责任公司 | 32,599 | 7.24 | 10,339 | 27.48 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 1,238 | 6.27 | 395 | 25.88 | ||||
| 2025-03-27 | NP | NSCR-Nuveen 可持续核心 ETF | 353 | 12.06 | 112 | 31.76 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 1,025 | 24.24 | 276 | 12.70 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 117,947 | 0.86 | 31,422 | -15.35 | ||||
| 2025-08-06 | 13F | Aspetuck 财务管理有限责任公司 | 1,095 | 0.92 | 349 | 19.93 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 944 | 301 | ||||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 2,673 | 4.86 | 712 | -11.99 | ||||
| 2025-08-06 | 13F | 罗斯柴尔德公司英国财富管理有限公司 | 2,815,114 | 1.42 | 897,965 | 20.24 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 4,361 | 8.05 | 1,391 | 28.11 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 17,424 | 3.68 | 5,558 | 22.92 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 2,397 | 0.46 | 765 | 19.19 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 10,381 | 3,311 | ||||||
| 2025-07-25 | 13F | SPC 金融公司 | 2,834 | 0.18 | 904 | 18.66 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 176,905 | 3.52 | 56 | 24.44 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 76,940 | 5.17 | 24,542 | 24.69 | ||||
| 2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 113,804 | 22.56 | 30,319 | 2.86 | ||||
| 2025-07-15 | 13F | 霍弗及同事。公司 | 977 | 312 | ||||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 2,025 | 37.20 | 646 | 62.47 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 11,701 | 28.53 | 3,117 | 7.85 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 163,971 | 2.46 | 52,303 | 21.48 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 5,246 | 0.19 | 1,556 | 14.24 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 364 | 7.06 | 107 | 4.90 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 544,575 | 26.85 | 174 | 50.43 | ||||
| 2025-07-30 | NP | RFFC - RiverFront 动态美国 Flex-Cap ETF | 1,779 | 12.03 | 523 | 9.64 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 342,255 | 1.27 | 109,172 | 20.06 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 1,846 | 24.90 | 589 | 48.11 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 176,248 | 298.40 | 47,893 | 334.68 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 3,414 | 5.44 | 1,089 | 24.91 | ||||
| 2025-08-14 | 13F | 七英里咨询 | 2,286 | 2.51 | 729 | 21.70 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 4,387 | 1.65 | 1,399 | 20.50 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通创新者基金 Y 级 | 646 | 351.75 | 206 | 442.11 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 145 | 18.85 | 39 | 8.33 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 1,013 | 323 | ||||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 8,750 | 8.45 | 2,791 | 28.62 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 1,785 | 13.84 | 569 | 35.15 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 1,291 | 3.20 | 412 | 22.32 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 66,168 | 16.27 | 21,106 | 37.85 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 2,133 | 0.71 | 680 | 19.51 | ||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 671 | 214 | ||||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,275 | 6.87 | 340 | -10.32 | ||||
| 2025-07-17 | 13F | Enclave 顾问有限公司 | 1,347 | 1.51 | 430 | 20.51 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 148,726 | 5.19 | 39,622 | -11.72 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 15,962 | 162.32 | 4,694 | 156.31 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 86,095 | 9.15 | 27,463 | 29.40 | ||||
| 2025-08-11 | 13F | 泰晤士资本管理有限公司 | 41,576 | 13,262 | ||||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 3,800 | 1,212 | ||||||
| 2025-07-31 | 13F | 忠利投资基金公司 | 5,000 | 11.11 | 1,595 | 31.74 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 379 | 1.07 | 121 | 20.00 | ||||
| 2025-08-15 | 13F | 前街资本管理公司 | 650 | 0 | ||||||
| 2025-04-11 | 13F | 第一平权金融网络 | 4,244 | 5.70 | 1,142 | -4.20 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 192,024 | 24,455.50 | 34 | |||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 332,234 | 0.03 | 105,976 | 18.59 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 887 | 6.74 | 283 | 26.46 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 557,393 | 2.63 | 163,901 | 0.27 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 16,500 | 33 | |||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 10,800 | 217.65 | 3,445 | 276.81 | |||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 1,999 | 238.24 | 638 | 303.16 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 3,486 | 12.31 | 1,025 | 9.74 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,213 | 10.48 | 590 | -7.24 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 11,663 | 2.07 | 3,720 | 21.01 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 4,729 | 1,508 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 448 | 8.47 | 119 | -9.16 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 650 | 207 | ||||||
| 2025-08-13 | 13F | 三井住友金融集团 | 74,212 | 28.06 | 23,672 | 51.83 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 320 | 13.07 | 102 | 18.60 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 13,000 | 11.11 | 4,147 | 31.74 | |||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 12,100 | 30.11 | 3,860 | 54.24 | |||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 3,796 | 187.79 | 1,211 | 241.81 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 12,424 | 6.39 | 3,963 | 26.13 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 1,126 | 359 | ||||||
| 2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 1,044 | 38.65 | 333 | 64.85 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 928 | 299 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 多元化股息基金系列 I | 15,003 | 2.10 | 4,786 | 21.05 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,329 | 32.88 | 12,076 | 11.52 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 4,152 | 13.47 | 1,325 | 34.55 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 2,116 | 1.54 | 675 | 20.54 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 1,326 | 0.08 | 423 | 18.82 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 14,255 | 11.19 | 4,547 | 31.84 | ||||
| 2025-08-07 | 13F | W 顾问有限公司 | 737 | 235 | ||||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 349,135 | 2.36 | 102,663 | 0.01 | ||||
| 2025-07-15 | 13F | RVW 财富有限责任公司 | 660 | 211 | ||||||
| 2025-07-14 | 13F | 克里斯·布尔曼公司 | 822 | 9.60 | 262 | 30.35 | ||||
| 2025-08-12 | 13F | 长廊资产管理有限公司 | 87,000 | 33.85 | 27,751 | 58.69 | ||||
| 2025-08-14 | 13F | 白骑士战略财富顾问有限责任公司 | 1,929 | 1.05 | 615 | 19.88 | ||||
| 2025-07-23 | 13F | 诺蒂斯·麦康纳蒂·爱德华 | 3,832 | 1,222 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 3,807 | 19.91 | 1,214 | 42.15 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 22,800 | 1.79 | 7,273 | 20.68 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 47,745 | 0.21 | 15,230 | 18.81 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 83 | 0 | ||||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 1,829 | 0.38 | 583 | 18.98 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 127,447 | 0.41 | 40,653 | 19.05 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 4,593 | 2.27 | 1,465 | 21.27 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 5,633 | 8.20 | 1,797 | 28.29 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 927 | 27.51 | 296 | 37.21 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 297,091 | 32.06 | 94,766 | 56.57 | ||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 637 | 203 | ||||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 1,004 | 0.20 | 304 | 1.67 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 18 | 5 | ||||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 1,429 | 2.81 | 456 | 21.98 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 12,533 | 2.91 | 3,998 | 22.01 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 737,575 | 1.05 | 196,497 | -15.20 | ||||
| 2025-05-01 | 13F | 格兰特/格罗斯门德尔松有限责任公司 | 841 | 0.24 | 223 | -10.84 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -5 | -2 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 3,616 | 20.17 | 1,153 | 42.52 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 7,218 | 6.46 | 2,122 | 4.02 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 32,066 | 3.69 | 10,228 | 22.93 | ||||
| 2025-07-18 | 13F | Fmb财富管理 | 646 | 206 | ||||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 288,492 | 13.39 | 76,857 | -4.84 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 3,441 | 0.76 | 1,122 | 22.22 | ||||
| 2025-07-30 | NP | DTEC - 阿尔卑斯颠覆性技术 ETF | 3,072 | 0.85 | 903 | -1.42 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 16,886 | 6.66 | 5,386 | 26.46 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 3,428 | 0.12 | 1,093 | 18.68 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 2,227 | 108.13 | 599 | 88.96 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 11,400 | 500.00 | 3,067 | 444.76 | |||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 11,600 | 58.90 | 3,121 | 44.04 | |||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 6,678 | 4.05 | 2,130 | 23.35 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 23,118 | 13.69 | 7,374 | 34.81 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 47,983 | 20.76 | 15,306 | 43.17 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 45 | 4.65 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 7,319,563 | 0.73 | 2,335 | 19.45 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 877 | 280 | ||||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 33,546 | 10,701 | ||||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 24,300 | 3.40 | 7,751 | 22.60 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 7,823 | 2,145 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 27,951 | 6.85 | 8,219 | 4.38 | ||||
| 2025-07-30 | 13F | 道德公司 | 80,325 | 2.02 | 25,478 | 19.64 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 968 | 0.41 | 309 | 7.69 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 82 | 26 | ||||||
| 2025-07-22 | 13F | Fishman Jay A 有限公司/mi | 47,577 | 4.15 | 15,176 | 23.48 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 977 | 133.17 | 0 | |||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 2,880 | 4.50 | 919 | 23.89 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,269 | 4.53 | 405 | 23.93 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 93,116 | 2.32 | 29,702 | 21.32 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 1,677 | 64.90 | 535 | 95.60 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 15,202 | 4.09 | 4,849 | 23.42 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 578,069 | 22.15 | 184,392 | 44.82 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 8,551 | 2,728 | ||||||
| 2025-08-05 | 13F | Accucest全球顾问公司 | 886 | 283 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 152,949 | 657.81 | 48,788 | 798.47 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,304 | 60.11 | 614 | 34.43 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 66 | 1,550.00 | 21 | 1,900.00 | ||||
| 2025-07-16 | 13F | 肯尼迪投资集团 | 670 | 214 | ||||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 115 | 37 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,477 | 2.29 | 471 | 21.39 | ||||
| 2025-08-14 | 13F | 三尾财富管理有限公司 | 1,955 | 579 | ||||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 425,505 | 8.17 | 113,359 | -9.23 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 7,505 | 29.29 | 2,207 | 26.27 | ||||
| 2025-05-27 | NP | USLUX - 霍姆斯宏观趋势基金 | 5,305 | 17.89 | 1,427 | 6.89 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,998 | 7.14 | 19,995 | 4.68 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 99 | 130.23 | 29 | 141.67 | ||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 635 | 203 | ||||||
| 2025-08-06 | 13F | 中心点咨询集团 | 1,364 | 7.91 | 435 | 27.94 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 1,054 | 0.86 | 336 | 19.57 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 770 | 246 | ||||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,002,019 | 0.46 | 2,058,944 | -1.85 | ||||
| 2025-08-26 | NP | PRISX - T. Rowe Price 金融服务基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81,700 | 29.89 | 26,061 | 53.99 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 231 | 20.94 | 0 | |||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 940 | 13.25 | 300 | 34.08 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 29,166 | 1.13 | 9,304 | 19.90 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 672,281 | 22.38 | 214,444 | 45.10 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 956 | 1.16 | 305 | 19.69 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 4,427 | 12.96 | 1,412 | 33.97 | ||||
| 2025-08-07 | 13F | Mirabaud资产管理有限公司 | 27,364 | 25.19 | 8,680 | 49.59 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 14,878 | 22.54 | 4,746 | 45.28 | ||||
| 2025-08-12 | 13F | CFC 规划有限公司 | 17,319 | 13.79 | 5,525 | 34.90 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 21,606 | 8.54 | 5,813 | -1.61 | ||||
| 2025-05-27 | NP | FELC - 富达增强型大盘核心 ETF | 89,855 | 67.87 | 24,175 | 52.19 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 13,522,045 | 1.79 | 4,313,263 | 20.68 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 5,578 | 0.05 | 1,779 | 18.68 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 2,633 | 12.09 | 840 | 32.91 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 86,959 | 1.02 | 23,167 | -15.22 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 72,981 | 31.46 | 23,154 | 57.00 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 4,185 | 3.69 | 1,335 | 22.95 | ||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 14,806 | 475.44 | 4,723 | 582.37 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 70,300 | 9.33 | 22,424 | 29.63 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 7,418,292 | 8.36 | 2,366,287 | 28.47 | ||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 847 | 9.15 | 270 | 29.81 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 108,714 | 3.64 | 34,678 | 22.88 | ||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,948 | 3,219 | ||||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 5,328 | 1,700 | ||||||
| 2025-07-23 | 13F | 亨德利公司 | 3,390 | 12.44 | 1 | |||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 14,459 | 31.00 | 4,586 | 56.52 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 50,964 | 58.87 | 13,530 | 55.60 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,102 | 78.59 | 670 | 112.03 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 3,877 | 42.17 | 1,237 | 68.62 | ||||
| 2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 69,474 | 0.09 | 22,161 | 18.66 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 1,687,255 | 22.02 | 538,201 | 46.62 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 938 | 1.85 | 299 | 21.05 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 3,075 | 981 | ||||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 1,965 | 0.10 | 627 | 18.56 | ||||
| 2025-09-03 | 13F | 美国信托 | 1,024 | 327 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,203 | 4.79 | 384 | 24.35 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 26,276 | 8,382 | ||||||
| 2025-08-13 | 13F | 资本分析师公司 | 5,661 | 0.43 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 18,580 | 6.78 | 5,927 | 26.60 | ||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 19,500 | 0.13 | 6,220 | 18.72 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 820 | 261 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 47,791 | 4.15 | 12,732 | -12.59 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 27,076 | 3.59 | 8,637 | 22.81 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 32 | 100.00 | 9 | 60.00 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 1,758 | 11.55 | 561 | 32.08 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 66,594 | 3.05 | 21,242 | 22.18 | ||||
| 2025-07-10 | 13F | 契卡索资本管理有限公司 | 640 | 0 | ||||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 1,717 | 57.52 | 548 | 86.69 | ||||
| 2025-08-22 | NP | 德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级 | 879 | 12.84 | 280 | 33.97 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 3,502 | 0.03 | 1,117 | 18.47 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 5,195 | 41.98 | 1,657 | 68.39 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 15 | 5 | ||||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 846 | 12.95 | 270 | 33.83 | ||||
| 2025-08-01 | 13F | Winebrenner资本管理有限责任公司 | 4,037 | 6.26 | 1,288 | 25.93 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 1,155 | 368 | ||||||
| 2025-06-30 | NP | 道指 - Global X Dow 30 备兑看涨 ETF | 20,274 | 22.99 | 5,401 | 3.23 | ||||
| 2025-07-14 | 13F | 创始人资本管理有限公司 | 77,441 | 0.58 | 24,702 | 19.25 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 819 | 0.24 | 261 | 19.18 | ||||
| 2025-04-29 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 3,565 | 13.54 | 1,073 | 12.13 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 14,417 | 3.51 | 4,601 | 22.76 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 29 | 8 | ||||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 6,852 | 6.46 | 2,186 | 26.23 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 121 | 39.08 | ||||||
| 2025-08-11 | 13F | Wbi 投资公司 | 3,040 | 970 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 51,100 | 10.61 | 16,300 | 31.13 | |||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 8,154 | 1.85 | 2,601 | 20.71 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 13,062 | 1.55 | 42 | 20.59 | ||||
| 2025-07-24 | 13F | 财富之星顾问有限公司 | 1,398 | 5.43 | 446 | 25.00 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 5,142 | 1,640 | ||||||
| 2025-08-14 | 13F | 基奇合作伙伴有限公司 | 1,391 | 68.00 | 444 | 99.55 | ||||
| 2025-07-21 | 13F | 惠兰金融 | 4,005 | 42.27 | 1,277 | 68.69 | ||||
| 2025-08-07 | 13F | Pcg资产管理有限责任公司 | 755 | 241 | ||||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 1,303 | 1.40 | 416 | 20.29 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 2,762 | 3.45 | 881 | 22.56 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 84,521 | 7.88 | 27 | 23.81 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 40 | 14.29 | 12 | 10.00 | ||||
| 2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 109,317 | 3.54 | 29,123 | -13.10 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 188,944 | 15.01 | 60,269 | 36.35 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 6,253 | 2.44 | 1,995 | 21.44 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 1,039 | 0.97 | 331 | 19.49 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 35,620 | 3.44 | 9,490 | -13.19 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 84,483 | 7.35 | 27 | 23.81 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 28,019 | 15.89 | 8,939 | 37.42 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 204,318 | 4.73 | 65,173 | 24.17 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 27,946 | 0.84 | 8,914 | 19.55 | ||||
| 2025-07-25 | 13F | 第1858章 | 1,699 | 1.55 | 542 | 20.22 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 11,900 | 43.37 | 3,796 | 69.95 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 19,572 | 10.75 | 5,755 | 8.22 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 114,775 | 2.33 | 30,577 | -14.12 | ||||
| 2025-08-07 | 13F | PFG顾问 | 5,059 | 0.68 | 1,614 | 19.39 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 254,166 | 0.47 | 81,074 | 19.12 | ||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 972,062 | 7.73 | 310,068 | 27.72 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 2,760 | 16.21 | 880 | 37.72 | ||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 732 | 234 | ||||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 7,779 | 2,481 | ||||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 613 | 180 | ||||||
| 2025-07-29 | 13F | BXM 财富有限责任公司 | 816 | 260 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 2,500 | 1.30 | 742 | 11.76 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 37,929 | 6.21 | 12,041 | 33.24 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 674,325 | 8.92 | 215 | 29.52 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 166,362 | 0.16 | 44,320 | -15.95 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 6,562 | 2.08 | 2,093 | 21.05 | ||||
| 2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 32,800 | 5.47 | 9,645 | 3.05 | ||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 582 | 186 | ||||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 299,608 | 53.08 | 88,100 | 49.57 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 22,047 | 25.30 | 7,033 | 48.54 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 770,434 | 7.71 | 245,753 | 27.70 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 3,292 | 0.89 | 1,050 | 19.59 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 1,208 | 385 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 8,353 | 10.30 | 2,456 | 7.77 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 1,757 | 40.11 | 560 | 66.17 | ||||
| 2025-08-14 | 13F | 红木金融网络公司 | 683 | 218 | ||||||
| 2025-07-29 | NP | BPGSX - 波士顿合作伙伴全球可持续发展基金机构级 | 412 | 1.23 | 121 | -0.82 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 25 | 1,150.00 | 8 | -81.08 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 979 | 1.56 | 312 | 20.46 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 11,934 | 4.07 | 3,807 | 23.37 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 787 | 0.51 | 251 | 19.05 | ||||
| 2025-07-31 | 13F | 霍格金融服务有限公司 | 764 | 244 | ||||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 840 | 0 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 26,696 | 2.87 | 8,515 | 21.96 | ||||
| 2025-07-22 | 13F | 库里南联合公司 | 54,805 | 1.93 | 17,482 | 20.85 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 119 | 38 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 97,781 | 1.72 | 26,050 | -14.63 | ||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 18,012 | 2.52 | 5,296 | 0.17 | ||||
| 2025-07-17 | 13F | 凯利金融服务有限公司 | 788 | 0.25 | 251 | 18.96 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 128 | 41 | ||||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,331 | 63.92 | 425 | 94.50 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 170,680 | 10.42 | 54,440 | 30.91 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 6,376 | 17.96 | 2,034 | 39.82 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 9,050 | 18.52 | 2,887 | 40.51 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 11,013 | 1.70 | 3,513 | 20.56 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 688 | 18.83 | 21,946 | 40.88 | |||
| 2025-08-14 | 13F | 信托信托公司 | 89,044 | 0.76 | 28,403 | 19.46 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 2,600 | 6.47 | 829 | 26.18 | ||||
| 2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 2,212 | |||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,724 | 107.46 | 550 | 146.19 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 1,860 | 0.27 | 593 | 18.84 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 366 | 30.25 | 117 | 54.67 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,076 | 12.80 | 22,958 | 10.22 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 5,617 | 30.84 | 1,792 | 55.06 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 53,896 | 17,192 | ||||||
| 2025-07-23 | 13F | 孤独金融服务 | 6,193 | 20.89 | 1,975 | 43.32 | ||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 7,207 | 9.81 | 1,920 | -7.83 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 15,062 | 1.35 | 4,805 | 20.16 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 22 | 7 | ||||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 10,461 | 3,337 | ||||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 14,153 | 45.13 | 4,515 | 72.09 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 3,360 | 12.94 | 1,072 | 33.88 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,860 | 168.79 | 547 | 162.50 | ||||
| 2025-07-29 | NP | FEGE-First Eagle全球股票ETF | 8,650 | 127.15 | 2,544 | 121.90 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 707 | 12.94 | 225 | 33.93 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 55,181 | 6.05 | 17,602 | 25.73 | ||||
| 2025-07-21 | 13F | 阿特沃特马利克有限责任公司 | 742 | 237 | ||||||
| 2025-08-26 | NP | GDMYX - 机构防御性市场策略基金 | 41,183 | 11.69 | 13,137 | 32.42 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 13,995 | 2.82 | 4,464 | 21.90 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 6,336 | 184.51 | 1,688 | 138.95 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 2,216 | 37.47 | 707 | 63.05 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 2,250,375 | 4.81 | 732,745 | 37.71 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 2,326 | 10.13 | 742 | 30.46 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 3,357 | 4.68 | 1,071 | 24.13 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 6,170 | 0.83 | 1,968 | 19.56 | ||||
| 2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 1,010 | 0.30 | 322 | 19.26 | ||||
| 2025-08-14 | 13F | Xponance公司 | 101,615 | 0.70 | 32,413 | 19.39 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 1,318 | 0.53 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / 伊利诺伊州 | 661 | 211 | ||||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 55,781 | 1.79 | 17,793 | 20.69 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 50,421 | 1.90 | 16,083 | 20.81 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 1,303 | 25.05 | 416 | 48.21 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 76,802 | 180.55 | 24,498 | 232.63 | ||||
| 2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 6,004,376 | 92.67 | 1,599,626 | 61.70 | ||||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 780 | 0.26 | 249 | 18.66 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 3,623 | 0.06 | 1,156 | 18.58 | ||||
| 2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 887 | 5.34 | 283 | 24.78 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 7,576 | 1.20 | 2,417 | 19.96 | ||||
| 2025-08-27 | NP | LOGO - Alpha Brands(TM) 消费领袖 ETF | 875 | 279 | ||||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 1,041 | 3.58 | 332 | 22.96 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 18,619 | 18.07 | 5,939 | 40.00 | ||||
| 2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 38,858 | 1.11 | 12,395 | 19.89 | ||||
| 2025-08-08 | 13F | 地平线家族财富有限公司 | 2,128 | 0.33 | 679 | 18.95 | ||||
| 2025-06-26 | NP | TGLR - LAFFER|TENGLER 股票收益 ETF | 2,519 | 6.47 | 671 | -10.65 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 518 | 3.39 | 165 | 23.13 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 2,898 | 19.90 | 924 | 42.15 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 6,882 | 16.76 | 2,195 | 38.49 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 29,390 | 397.12 | 9,375 | 489.56 | ||||
| 2025-08-27 | NP | TVLAX - Touchstone 价值基金 A | 37,750 | 1.49 | 12,041 | 20.33 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 3,464 | 19.28 | 1,105 | 41.36 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 2,570 | 4.01 | 820 | 23.34 | ||||
| 2025-07-30 | 13F | 信赖投资管理有限责任公司 | 26,189 | 1.87 | 8,354 | 20.76 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 17,767 | 0.95 | 5,224 | -1.36 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,237 | 13.30 | 1,033 | 34.38 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 933 | 0.86 | 298 | 19.76 | ||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,064 | 26.26 | 2,665 | 23.38 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 8,394 | 4.73 | 2,678 | 24.17 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 17,151 | 0.46 | 4,569 | -15.69 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,674 | 21.22 | 446 | 1.60 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 1,350 | 2.66 | 431 | 21.81 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 20 | 6 | ||||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 468 | 158.56 | 149 | 210.42 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 178 | 16.34 | 57 | 36.59 | ||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 948 | 302 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 97,611 | 2.27 | 31 | 24.00 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 4,620,873 | 2.97 | 1,473,966 | 22.08 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33 | 22.22 | 9 | 0.00 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 2,823 | 115.33 | 900 | 155.68 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 718 | 0.14 | 229 | 19.27 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 24,055 | 12.65 | 8 | 40.00 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 918 | 17.24 | 293 | 39.05 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 13,116 | 0.27 | 4,184 | 18.87 |
